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
851
$8K ﹤0.01%
124
852
$8K ﹤0.01%
60
+33
853
$8K ﹤0.01%
184
-1,245
854
$8K ﹤0.01%
+150
855
$8K ﹤0.01%
248
856
$8K ﹤0.01%
+400
857
$8K ﹤0.01%
150
858
$8K ﹤0.01%
1,110
859
$8K ﹤0.01%
96
860
$8K ﹤0.01%
193
+63
861
$7K ﹤0.01%
120
+17
862
$7K ﹤0.01%
842
863
$7K ﹤0.01%
86
+80
864
$7K ﹤0.01%
10
865
$7K ﹤0.01%
42
866
$7K ﹤0.01%
647
867
$7K ﹤0.01%
23
-301
868
$7K ﹤0.01%
105
869
$7K ﹤0.01%
623
870
$7K ﹤0.01%
240
871
$7K ﹤0.01%
40
872
$7K ﹤0.01%
201
+1
873
$7K ﹤0.01%
1,700
874
$7K ﹤0.01%
743
875
$7K ﹤0.01%
60
-25
33 34
35
36 37