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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
826
$9K ﹤0.01%
703
+210
827
$9K ﹤0.01%
185
828
$9K ﹤0.01%
96
829
$9K ﹤0.01%
+250
830
$9K ﹤0.01%
1,800
+800
831
$9K ﹤0.01%
271
+4
832
$9K ﹤0.01%
185
+1
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