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
1501
$3.3K ﹤0.01%
11
1502
$3.29K ﹤0.01%
+163
1503
$3.28K ﹤0.01%
190
1504
$3.27K ﹤0.01%
125
1505
$3.25K ﹤0.01%
7
+5
1506
$3.24K ﹤0.01%
152
1507
$3.22K ﹤0.01%
69
1508
$3.18K ﹤0.01%
20
-818
1509
$3.14K ﹤0.01%
+244
1510
$3.14K ﹤0.01%
252
+11
1511
$3.13K ﹤0.01%
+98
1512
$3.13K ﹤0.01%
80
1513
$3.13K ﹤0.01%
+18
1514
$3.1K ﹤0.01%
+12
1515
$3.09K ﹤0.01%
106
+1
1516
$3.09K ﹤0.01%
44
+1
1517
$3.07K ﹤0.01%
47
1518
$3.07K ﹤0.01%
96
1519
$3.06K ﹤0.01%
70
-49
1520
$3.06K ﹤0.01%
64
-400
1521
$3.06K ﹤0.01%
103
-154
1522
$3.02K ﹤0.01%
37
1523
$3.02K ﹤0.01%
100
-200
1524
$3.01K ﹤0.01%
355
+57
1525
$3.01K ﹤0.01%
35
59 60
61
62 63