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
426
$61K 0.02%
408
-562
427
$61K 0.02%
+2,237
428
$59K 0.01%
+1,350
429
$59K 0.01%
5,656
430
$59K 0.01%
+2,248
431
$58K 0.01%
400
432
$58K 0.01%
+1,640
433
$58K 0.01%
266
-1,011
434
$58K 0.01%
1,346
435
$57K 0.01%
5,665
-1,081
436
$57K 0.01%
6,827
437
$57K 0.01%
1,137
+868
438
$57K 0.01%
9,075
-395
439
$56K 0.01%
882
440
$56K 0.01%
2,500
+500
441
$56K 0.01%
1,543
+291
442
$56K 0.01%
+2,000
443
$56K 0.01%
199
444
$55K 0.01%
169
445
$55K 0.01%
1,435
+156
446
$55K 0.01%
139
447
$54K 0.01%
1,900
-500
448
$54K 0.01%
3,483
+38
449
$53K 0.01%
277
450
$53K 0.01%
1,000
16 17
18
19 20