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
401
$71K 0.02%
20,710
+322
402
$71K 0.02%
1,000
403
$71K 0.02%
819
+340
404
$70K 0.02%
+2,251
405
$70K 0.02%
2,712
+690
406
$70K 0.02%
521
407
$70K 0.02%
476
+187
408
$69K 0.02%
+2,882
409
$68K 0.02%
985
-128
410
$67K 0.02%
1,429
411
$67K 0.02%
1,389
412
$66K 0.02%
1,308
+17
413
$66K 0.02%
1,095
+10
414
$66K 0.02%
+1,362
415
$66K 0.02%
857
+154
416
$65K 0.02%
1,040
417
$65K 0.02%
830
-98
418
$65K 0.02%
494
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419
$64K 0.02%
1,077
+2
420
$63K 0.02%
6,381
-539
421
$62K 0.02%
1,998
-85
422
$61K 0.02%
+1,457
423
$61K 0.02%
379
424
$61K 0.02%
2,083
+918
425
$61K 0.02%
1,066
15 16
17
18 19