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
1551
$2.52K ﹤0.01%
55
+1
1552
$2.52K ﹤0.01%
+87
1553
$2.5K ﹤0.01%
+10
1554
$2.47K ﹤0.01%
+7
1555
$2.44K ﹤0.01%
+4
1556
$2.43K ﹤0.01%
25
-9
1557
$2.41K ﹤0.01%
+19
1558
$2.41K ﹤0.01%
70
+50
1559
$2.41K ﹤0.01%
200
1560
$2.36K ﹤0.01%
96
1561
$2.33K ﹤0.01%
+11
1562
$2.31K ﹤0.01%
11
1563
$2.3K ﹤0.01%
+25
1564
$2.28K ﹤0.01%
+100
1565
$2.28K ﹤0.01%
13
1566
$2.27K ﹤0.01%
100
1567
$2.25K ﹤0.01%
+17
1568
$2.25K ﹤0.01%
83
+1
1569
$2.23K ﹤0.01%
43
1570
$2.21K ﹤0.01%
300
1571
$2.21K ﹤0.01%
14
+12
1572
$2.21K ﹤0.01%
+24
1573
$2.2K ﹤0.01%
+65
1574
$2.19K ﹤0.01%
+7
1575
$2.19K ﹤0.01%
37
-9
61 62
63
64 65