CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,875
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$12.3M
3
+$12.1M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$8.84M
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$6.63M

Top Sells

1
+$11.4M
2
+$11.3M
3
+$6.46M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.05M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$5.58M

Sector Composition

1 Technology 5.05%
2 Financials 2.47%
3 Industrials 2.42%
4 Consumer Discretionary 2.42%
5 Healthcare 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$18K ﹤0.01%
53
-45
1077
$17.9K ﹤0.01%
359
+4
1078
$17.9K ﹤0.01%
524
+42
1079
$17.6K ﹤0.01%
100
-380
1080
$17.6K ﹤0.01%
207
-175
1081
$17.4K ﹤0.01%
116
+81
1082
$17.3K ﹤0.01%
400
1083
$17.3K ﹤0.01%
850
1084
$17.2K ﹤0.01%
128
1085
$17.1K ﹤0.01%
444
+152
1086
$17.1K ﹤0.01%
251
-99
1087
$17.1K ﹤0.01%
259
1088
$17.1K ﹤0.01%
1,479
1089
$16.9K ﹤0.01%
200
1090
$16.9K ﹤0.01%
1,034
+8
1091
$16.8K ﹤0.01%
40
+4
1092
$16.6K ﹤0.01%
500
1093
$16.6K ﹤0.01%
50
1094
$16.6K ﹤0.01%
+500
1095
$16.6K ﹤0.01%
144
-1,315
1096
$16.6K ﹤0.01%
368
-66
1097
$16.5K ﹤0.01%
+200
1098
$16.5K ﹤0.01%
1,080
+3
1099
$16.4K ﹤0.01%
2
1100
$16.3K ﹤0.01%
475
+89
42 43
44
45 46