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
651
$21K 0.01%
544
652
$21K 0.01%
218
-200
653
$21K 0.01%
145
+45
654
$21K 0.01%
+800
655
$20K ﹤0.01%
1,015
+248
656
$20K ﹤0.01%
1,400
657
$20K ﹤0.01%
693
658
$20K ﹤0.01%
308
659
$20K ﹤0.01%
475
660
$20K ﹤0.01%
192
661
$20K ﹤0.01%
2,363
662
$20K ﹤0.01%
131
+66
663
$20K ﹤0.01%
117
664
$19K ﹤0.01%
547
665
$19K ﹤0.01%
8,400
666
$19K ﹤0.01%
350
667
$19K ﹤0.01%
119
668
$19K ﹤0.01%
1,500
669
$19K ﹤0.01%
88
+42
670
$19K ﹤0.01%
900
671
$19K ﹤0.01%
524
672
$18K ﹤0.01%
1,189
+700
673
$18K ﹤0.01%
+530
674
$18K ﹤0.01%
+358
675
$18K ﹤0.01%
1,447
+859
25 26
27
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