CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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%
185
827
$9K ﹤0.01%
96
828
$9K ﹤0.01%
+250
829
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173
+1
830
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133
831
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154
-138
832
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339
-751
833
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308
+100
834
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156
-469
835
$8K ﹤0.01%
82
836
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+117
837
$8K ﹤0.01%
600
838
$8K ﹤0.01%
160
+110
839
$8K ﹤0.01%
356
-644
840
$8K ﹤0.01%
250
+190
841
$8K ﹤0.01%
78
+28
842
$8K ﹤0.01%
466
843
$8K ﹤0.01%
203
844
$8K ﹤0.01%
+90
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