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
1376
$6.21K ﹤0.01%
37
1377
$6.19K ﹤0.01%
150
1378
$6.17K ﹤0.01%
122
1379
$6.12K ﹤0.01%
5
1380
$6.1K ﹤0.01%
59
1381
$6.03K ﹤0.01%
84
+38
1382
$6.03K ﹤0.01%
1,135
+1,000
1383
$5.95K ﹤0.01%
273
1384
$5.9K ﹤0.01%
39
+17
1385
$5.84K ﹤0.01%
20
1386
$5.84K ﹤0.01%
156
1387
$5.84K ﹤0.01%
53
1388
$5.84K ﹤0.01%
10
1389
$5.83K ﹤0.01%
+136
1390
$5.78K ﹤0.01%
105
1391
$5.76K ﹤0.01%
102
+1
1392
$5.75K ﹤0.01%
100
1393
$5.74K ﹤0.01%
125
+1
1394
$5.74K ﹤0.01%
363
1395
$5.72K ﹤0.01%
85
1396
$5.72K ﹤0.01%
101
1397
$5.6K ﹤0.01%
60
+26
1398
$5.6K ﹤0.01%
83
1399
$5.57K ﹤0.01%
39
1400
$5.55K ﹤0.01%
94
-11
54 55
56
57 58