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
501
$42K 0.01%
774
502
$41K 0.01%
126
+55
503
$41K 0.01%
+1,085
504
$41K 0.01%
99
-95
505
$41K 0.01%
1,209
506
$41K 0.01%
1,054
507
$41K 0.01%
+2,700
508
$40K 0.01%
777
+29
509
$40K 0.01%
144
510
$40K 0.01%
1,185
511
$40K 0.01%
356
+55
512
$39K 0.01%
188
-13
513
$39K 0.01%
1,000
514
$39K 0.01%
617
515
$39K 0.01%
+2,500
516
$39K 0.01%
+1,505
517
$39K 0.01%
+365
518
$39K 0.01%
1,307
519
$38K 0.01%
+910
520
$38K 0.01%
378
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521
$38K 0.01%
727
522
$38K 0.01%
1,222
+13
523
$38K 0.01%
2,028
+177
524
$37K 0.01%
1,018
525
$37K 0.01%
269
+19
19 20
21
22 23