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
776
$12K ﹤0.01%
52
-79
777
$12K ﹤0.01%
+321
778
$11K ﹤0.01%
300
779
$11K ﹤0.01%
296
780
$11K ﹤0.01%
234
-117
781
$11K ﹤0.01%
417
+5
782
$11K ﹤0.01%
318
783
$11K ﹤0.01%
317
784
$11K ﹤0.01%
365
785
$11K ﹤0.01%
176
786
$11K ﹤0.01%
210
+127
787
$11K ﹤0.01%
+327
788
$11K ﹤0.01%
+352
789
$11K ﹤0.01%
+180
790
$11K ﹤0.01%
126
791
$11K ﹤0.01%
+81
792
$10K ﹤0.01%
725
-4,023
793
$10K ﹤0.01%
1,862
794
$10K ﹤0.01%
+138
795
$10K ﹤0.01%
136
+106
796
$10K ﹤0.01%
261
797
$10K ﹤0.01%
80
798
$10K ﹤0.01%
218
799
$10K ﹤0.01%
333
800
$10K ﹤0.01%
419
+4
30 31
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