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
1601
$1.92K ﹤0.01%
80
1602
$1.87K ﹤0.01%
+18
1603
$1.87K ﹤0.01%
+34
1604
$1.84K ﹤0.01%
+19
1605
$1.84K ﹤0.01%
23
1606
$1.83K ﹤0.01%
+18
1607
$1.82K ﹤0.01%
+39
1608
$1.81K ﹤0.01%
64
1609
$1.81K ﹤0.01%
55
1610
$1.8K ﹤0.01%
+23
1611
$1.77K ﹤0.01%
3
-14
1612
$1.76K ﹤0.01%
+34
1613
$1.76K ﹤0.01%
+20
1614
$1.75K ﹤0.01%
+19
1615
$1.75K ﹤0.01%
25
1616
$1.73K ﹤0.01%
+10
1617
$1.72K ﹤0.01%
62
+1
1618
$1.71K ﹤0.01%
+54
1619
$1.71K ﹤0.01%
+5
1620
$1.7K ﹤0.01%
+1
1621
$1.69K ﹤0.01%
+19
1622
$1.69K ﹤0.01%
7
-150
1623
$1.68K ﹤0.01%
+100
1624
$1.66K ﹤0.01%
637
1625
$1.64K ﹤0.01%
+8
63 64
65
66 67