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
801
$10K ﹤0.01%
442
-175
802
$10K ﹤0.01%
540
803
$10K ﹤0.01%
485
804
$10K ﹤0.01%
10
805
$10K ﹤0.01%
112
+88
806
$10K ﹤0.01%
210
-1,762
807
$10K ﹤0.01%
456
808
$10K ﹤0.01%
323
809
$10K ﹤0.01%
424
810
$10K ﹤0.01%
391
811
$9K ﹤0.01%
703
+210
812
$9K ﹤0.01%
185
813
$9K ﹤0.01%
96
814
$9K ﹤0.01%
+250
815
$9K ﹤0.01%
1,800
+800
816
$9K ﹤0.01%
271
+4
817
$9K ﹤0.01%
185
+1
818
$9K ﹤0.01%
1,012
819
$9K ﹤0.01%
486
820
$9K ﹤0.01%
+250
821
$9K ﹤0.01%
162
822
$9K ﹤0.01%
88
823
$9K ﹤0.01%
200
824
$9K ﹤0.01%
335
825
$9K ﹤0.01%
92