CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$14M
3
+$8.9M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$6.76M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.31M

Top Sells

1
+$25.8M
2
+$14.3M
3
+$8.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.14M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.83M

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
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112
+88
806
$10K ﹤0.01%
210
-1,762
807
$10K ﹤0.01%
456
808
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323
809
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424
810
$10K ﹤0.01%
391
811
$9K ﹤0.01%
185
+1
812
$9K ﹤0.01%
1,012
813
$9K ﹤0.01%
486
814
$9K ﹤0.01%
+250
815
$9K ﹤0.01%
162
816
$9K ﹤0.01%
88
817
$9K ﹤0.01%
200
818
$9K ﹤0.01%
703
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819
$9K ﹤0.01%
185
820
$9K ﹤0.01%
96
821
$9K ﹤0.01%
+250
822
$9K ﹤0.01%
1,800
+800
823
$9K ﹤0.01%
271
+4
824
$9K ﹤0.01%
335
825
$9K ﹤0.01%
92
31 32
33
34 35