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
1526
$3.01K ﹤0.01%
131
1527
$3K ﹤0.01%
75
1528
$2.97K ﹤0.01%
+80
1529
$2.96K ﹤0.01%
150
1530
$2.95K ﹤0.01%
119
-6
1531
$2.94K ﹤0.01%
100
1532
$2.9K ﹤0.01%
+56
1533
$2.89K ﹤0.01%
96
1534
$2.87K ﹤0.01%
135
1535
$2.86K ﹤0.01%
10
1536
$2.86K ﹤0.01%
27
1537
$2.83K ﹤0.01%
54
1538
$2.82K ﹤0.01%
72
1539
$2.79K ﹤0.01%
24
1540
$2.74K ﹤0.01%
50
1541
$2.72K ﹤0.01%
117
-1,510
1542
$2.67K ﹤0.01%
79
1543
$2.6K ﹤0.01%
+43
1544
$2.6K ﹤0.01%
+14
1545
$2.59K ﹤0.01%
380
1546
$2.58K ﹤0.01%
68
1547
$2.57K ﹤0.01%
122
1548
$2.55K ﹤0.01%
26
+1
1549
$2.55K ﹤0.01%
167
1550
$2.54K ﹤0.01%
209
60 61
62
63 64