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
676
$18K ﹤0.01%
530
677
$18K ﹤0.01%
+444
678
$18K ﹤0.01%
+417
679
$18K ﹤0.01%
2,829
680
$18K ﹤0.01%
494
681
$18K ﹤0.01%
402
682
$18K ﹤0.01%
220
683
$17K ﹤0.01%
76
+30
684
$17K ﹤0.01%
81
+35
685
$17K ﹤0.01%
100
-123
686
$17K ﹤0.01%
500
687
$17K ﹤0.01%
185
-352
688
$17K ﹤0.01%
251
689
$17K ﹤0.01%
258
690
$17K ﹤0.01%
+971
691
$17K ﹤0.01%
422
692
$17K ﹤0.01%
1,350
+308
693
$17K ﹤0.01%
+796
694
$17K ﹤0.01%
151
+1
695
$17K ﹤0.01%
95
-40
696
$17K ﹤0.01%
500
-180
697
$17K ﹤0.01%
850
698
$17K ﹤0.01%
566
699
$17K ﹤0.01%
219
700
$16K ﹤0.01%
+770
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