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
826
$9K ﹤0.01%
347
+202
827
$9K ﹤0.01%
419
+230
828
$9K ﹤0.01%
550
-3,138
829
$9K ﹤0.01%
173
+1
830
$9K ﹤0.01%
133
831
$9K ﹤0.01%
154
-138
832
$9K ﹤0.01%
339
-751
833
$8K ﹤0.01%
250
+190
834
$8K ﹤0.01%
78
+28
835
$8K ﹤0.01%
466
836
$8K ﹤0.01%
203
837
$8K ﹤0.01%
308
+100
838
$8K ﹤0.01%
+90
839
$8K ﹤0.01%
156
-469
840
$8K ﹤0.01%
82
841
$8K ﹤0.01%
+117
842
$8K ﹤0.01%
600
843
$8K ﹤0.01%
160
+110
844
$8K ﹤0.01%
356
-644
845
$8K ﹤0.01%
892
846
$8K ﹤0.01%
668
847
$8K ﹤0.01%
270
848
$8K ﹤0.01%
801
849
$8K ﹤0.01%
620
850
$8K ﹤0.01%
174
32 33
34
35 36