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
551
$33K 0.01%
91
+48
552
$32K 0.01%
244
553
$32K 0.01%
2,400
554
$31K 0.01%
378
555
$31K 0.01%
450
-4,749
556
$31K 0.01%
101
557
$31K 0.01%
4,178
+1,178
558
$31K 0.01%
1,039
559
$30K 0.01%
361
-2,087
560
$30K 0.01%
487
+237
561
$30K 0.01%
442
+2
562
$30K 0.01%
91
563
$30K 0.01%
1,007
+300
564
$30K 0.01%
184
+49
565
$30K 0.01%
85
566
$30K 0.01%
+1,333
567
$30K 0.01%
375
-1,353
568
$30K 0.01%
1,252
+220
569
$29K 0.01%
915
570
$29K 0.01%
747
571
$29K 0.01%
+3,000
572
$29K 0.01%
235
573
$29K 0.01%
693
574
$29K 0.01%
256
+251
575
$29K 0.01%
212
+49
21 22
23
24 25