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
1751
$263 ﹤0.01%
7
1752
$253 ﹤0.01%
17
1753
$253 ﹤0.01%
25
1754
$245 ﹤0.01%
+5
1755
$231 ﹤0.01%
10
1756
$225 ﹤0.01%
3
1757
$212 ﹤0.01%
10
1758
$202 ﹤0.01%
4
1759
$198 ﹤0.01%
+10
1760
$191 ﹤0.01%
50
1761
$186 ﹤0.01%
9
1762
$180 ﹤0.01%
+42
1763
$160 ﹤0.01%
11
1764
$149 ﹤0.01%
35
1765
$132 ﹤0.01%
5
1766
$120 ﹤0.01%
110
+10
1767
$110 ﹤0.01%
6
1768
$108 ﹤0.01%
17
1769
$96 ﹤0.01%
12
1770
$95 ﹤0.01%
7
1771
$89 ﹤0.01%
1
-380
1772
$80 ﹤0.01%
15
-15
1773
$74 ﹤0.01%
6
1774
$73 ﹤0.01%
+5
1775
$64 ﹤0.01%
4
69 70
71
72 73