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
701
$16K ﹤0.01%
2,231
-1,000
702
$16K ﹤0.01%
103
703
$16K ﹤0.01%
78
704
$16K ﹤0.01%
1,000
705
$16K ﹤0.01%
+150
706
$16K ﹤0.01%
250
707
$16K ﹤0.01%
1,500
708
$16K ﹤0.01%
549
+6
709
$16K ﹤0.01%
408
+60
710
$16K ﹤0.01%
204
711
$16K ﹤0.01%
1,527
712
$16K ﹤0.01%
500
-7,092
713
$16K ﹤0.01%
1,046
714
$16K ﹤0.01%
1,000
715
$16K ﹤0.01%
+1,438
716
$15K ﹤0.01%
467
-83
717
$15K ﹤0.01%
241
718
$15K ﹤0.01%
179
-151
719
$15K ﹤0.01%
290
720
$15K ﹤0.01%
1,130
721
$15K ﹤0.01%
262
722
$15K ﹤0.01%
+569
723
$15K ﹤0.01%
514
724
$15K ﹤0.01%
+141
725
$15K ﹤0.01%
565
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