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
476
$46K 0.01%
454
477
$46K 0.01%
1,752
+432
478
$46K 0.01%
2,076
479
$45K 0.01%
1,308
480
$45K 0.01%
940
481
$45K 0.01%
1,661
482
$45K 0.01%
1,210
+208
483
$45K 0.01%
2,000
484
$44K 0.01%
809
-1,330
485
$44K 0.01%
350
486
$44K 0.01%
86
487
$44K 0.01%
146
+47
488
$44K 0.01%
+1,000
489
$44K 0.01%
540
490
$43K 0.01%
424
491
$43K 0.01%
545
492
$43K 0.01%
360
-42
493
$43K 0.01%
3,639
+380
494
$43K 0.01%
2,244
+530
495
$43K 0.01%
1,419
496
$43K 0.01%
1,647
+7
497
$43K 0.01%
801
498
$43K 0.01%
+2,950
499
$42K 0.01%
+1,536
500
$42K 0.01%
5,350
18 19
20
21 22