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

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
901
$6K ﹤0.01%
105
902
$6K ﹤0.01%
297
903
$6K ﹤0.01%
1,347
-8,000
904
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11
+4
905
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919
906
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787
907
$6K ﹤0.01%
431
908
$5K ﹤0.01%
43
909
$5K ﹤0.01%
+2,000
910
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+196
911
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80
912
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385
913
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914
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+216
915
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565
916
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917
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25
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919
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920
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324
921
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380
922
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62
+31
923
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924
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39
+1
925
$5K ﹤0.01%
234