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
1401
$5.55K ﹤0.01%
100
1402
$5.5K ﹤0.01%
250
1403
$5.49K ﹤0.01%
201
+1
1404
$5.45K ﹤0.01%
193
+3
1405
$5.42K ﹤0.01%
20
1406
$5.42K ﹤0.01%
40
1407
$5.37K ﹤0.01%
231
1408
$5.37K ﹤0.01%
31
1409
$5.36K ﹤0.01%
284
1410
$5.36K ﹤0.01%
+128
1411
$5.29K ﹤0.01%
37
-27
1412
$5.25K ﹤0.01%
461
-98
1413
$5.25K ﹤0.01%
111
+1
1414
$5.23K ﹤0.01%
+111
1415
$5.23K ﹤0.01%
122
-9
1416
$5.23K ﹤0.01%
23
+1
1417
$5.22K ﹤0.01%
45
1418
$5.2K ﹤0.01%
39
1419
$5.17K ﹤0.01%
89
+2
1420
$5.11K ﹤0.01%
400
1421
$5.1K ﹤0.01%
210
1422
$5.09K ﹤0.01%
75
1423
$5.07K ﹤0.01%
249
1424
$5.06K ﹤0.01%
206
1425
$4.99K ﹤0.01%
49
55 56
57
58 59