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
1651
$1.38K ﹤0.01%
+11
1652
$1.38K ﹤0.01%
+7
1653
$1.38K ﹤0.01%
51
1654
$1.38K ﹤0.01%
+22
1655
$1.37K ﹤0.01%
+24
1656
$1.37K ﹤0.01%
+26
1657
$1.37K ﹤0.01%
50
1658
$1.37K ﹤0.01%
40
-481
1659
$1.35K ﹤0.01%
26
+1
1660
$1.32K ﹤0.01%
80
1661
$1.31K ﹤0.01%
100
1662
$1.31K ﹤0.01%
+11
1663
$1.31K ﹤0.01%
23
1664
$1.31K ﹤0.01%
150
1665
$1.31K ﹤0.01%
+34
1666
$1.28K ﹤0.01%
+22
1667
$1.27K ﹤0.01%
56
+10
1668
$1.27K ﹤0.01%
+24
1669
$1.25K ﹤0.01%
+6
1670
$1.25K ﹤0.01%
+50
1671
$1.22K ﹤0.01%
35
1672
$1.22K ﹤0.01%
100
1673
$1.19K ﹤0.01%
+33
1674
$1.16K ﹤0.01%
40
1675
$1.15K ﹤0.01%
+6
65 66
67
68 69