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
876
$7K ﹤0.01%
86
+80
877
$7K ﹤0.01%
10
878
$7K ﹤0.01%
42
879
$7K ﹤0.01%
647
880
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23
-301
881
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105
882
$6K ﹤0.01%
1,000
883
$6K ﹤0.01%
207
884
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102
885
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117
-33
886
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121
887
$6K ﹤0.01%
119
888
$6K ﹤0.01%
244
889
$6K ﹤0.01%
39
890
$6K ﹤0.01%
110
891
$6K ﹤0.01%
396
892
$6K ﹤0.01%
110
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893
$6K ﹤0.01%
42
894
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271
895
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896
$6K ﹤0.01%
104
897
$6K ﹤0.01%
32
898
$6K ﹤0.01%
957
-34
899
$6K ﹤0.01%
105
900
$6K ﹤0.01%
297
34 35
36
37 38