CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,367
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$14.4M
3
+$9.12M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$6.74M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.4M

Top Sells

1
+$26M
2
+$14.5M
3
+$8.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.02M

Sector Composition

1 Technology 4.97%
2 Consumer Discretionary 3.78%
3 Industrials 3.19%
4 Financials 2.26%
5 Healthcare 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$84K 0.02%
+393
377
$82K 0.02%
+1,454
378
$82K 0.02%
+3,075
379
$82K 0.02%
3,470
380
$82K 0.02%
493
+154
381
$81K 0.02%
4,500
+55
382
$81K 0.02%
5,545
383
$81K 0.02%
3,117
+86
384
$81K 0.02%
3,725
-2,853
385
$80K 0.02%
1,102
+1
386
$79K 0.02%
1,359
387
$79K 0.02%
4,228
-19,319
388
$78K 0.02%
784
389
$78K 0.02%
1,473
+370
390
$78K 0.02%
1,325
+4
391
$78K 0.02%
6,667
+4,251
392
$77K 0.02%
1,997
-237
393
$77K 0.02%
600
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394
$75K 0.02%
325
395
$75K 0.02%
748
-100
396
$74K 0.02%
290
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397
$73K 0.02%
6,745
+6,606
398
$73K 0.02%
2,600
+2,500
399
$73K 0.02%
1,800
400
$72K 0.02%
303
14 15
16
17 18