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
751
$13K ﹤0.01%
246
752
$13K ﹤0.01%
411
753
$13K ﹤0.01%
2,070
754
$13K ﹤0.01%
139
+39
755
$13K ﹤0.01%
158
+1
756
$13K ﹤0.01%
600
-300
757
$13K ﹤0.01%
+299
758
$13K ﹤0.01%
114
759
$13K ﹤0.01%
507
760
$12K ﹤0.01%
433
-6
761
$12K ﹤0.01%
247
762
$12K ﹤0.01%
418
-132
763
$12K ﹤0.01%
1,700
764
$12K ﹤0.01%
37
765
$12K ﹤0.01%
967
766
$12K ﹤0.01%
11
767
$12K ﹤0.01%
353
+2
768
$12K ﹤0.01%
623
+500
769
$12K ﹤0.01%
271
+2
770
$12K ﹤0.01%
187
+1
771
$12K ﹤0.01%
334
772
$12K ﹤0.01%
30
773
$12K ﹤0.01%
1,207
774
$12K ﹤0.01%
89
775
$12K ﹤0.01%
196
+95
29 30
31
32 33