CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
676
$18K ﹤0.01%
1,447
+859
677
$18K ﹤0.01%
530
678
$18K ﹤0.01%
+444
679
$18K ﹤0.01%
+417
680
$18K ﹤0.01%
2,829
681
$18K ﹤0.01%
494
682
$18K ﹤0.01%
402
683
$17K ﹤0.01%
76
+30
684
$17K ﹤0.01%
81
+35
685
$17K ﹤0.01%
1,350
+308
686
$17K ﹤0.01%
+796
687
$17K ﹤0.01%
151
+1
688
$17K ﹤0.01%
95
-40
689
$17K ﹤0.01%
500
-180
690
$17K ﹤0.01%
850
691
$17K ﹤0.01%
566
692
$17K ﹤0.01%
219
693
$17K ﹤0.01%
100
-123
694
$17K ﹤0.01%
500
695
$17K ﹤0.01%
185
-352
696
$17K ﹤0.01%
251
697
$17K ﹤0.01%
258
698
$17K ﹤0.01%
+971
699
$17K ﹤0.01%
422
700
$16K ﹤0.01%
2,231
-1,000
26 27
28
29 30