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

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
726
$15K ﹤0.01%
105
727
$15K ﹤0.01%
524
728
$14K ﹤0.01%
261
+78
729
$14K ﹤0.01%
+200
730
$14K ﹤0.01%
88
731
$14K ﹤0.01%
541
732
$14K ﹤0.01%
422
733
$14K ﹤0.01%
152
+115
734
$14K ﹤0.01%
203
+187
735
$14K ﹤0.01%
289
+51
736
$14K ﹤0.01%
768
-849
737
$14K ﹤0.01%
136
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738
$14K ﹤0.01%
+172
739
$14K ﹤0.01%
412
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740
$14K ﹤0.01%
239
+1
741
$13K ﹤0.01%
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742
$13K ﹤0.01%
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743
$13K ﹤0.01%
282
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744
$13K ﹤0.01%
30
745
$13K ﹤0.01%
3,000
746
$13K ﹤0.01%
275
747
$13K ﹤0.01%
308
748
$13K ﹤0.01%
350
749
$13K ﹤0.01%
843
750
$13K ﹤0.01%
200