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
951
$5K ﹤0.01%
+177
952
$5K ﹤0.01%
130
953
$5K ﹤0.01%
29
954
$4K ﹤0.01%
+7
955
$4K ﹤0.01%
144
956
$4K ﹤0.01%
160
957
$4K ﹤0.01%
1,572
-35,331
958
$4K ﹤0.01%
89
959
$4K ﹤0.01%
100
-200
960
$4K ﹤0.01%
1,000
961
$4K ﹤0.01%
52
962
$4K ﹤0.01%
49
963
$4K ﹤0.01%
78
964
$4K ﹤0.01%
132
965
$4K ﹤0.01%
48
966
$4K ﹤0.01%
640
967
$4K ﹤0.01%
150
968
$4K ﹤0.01%
100
969
$4K ﹤0.01%
32
970
$4K ﹤0.01%
39
971
$4K ﹤0.01%
19
972
$4K ﹤0.01%
80
973
$4K ﹤0.01%
200
974
$4K ﹤0.01%
257
975
$4K ﹤0.01%
26
37 38
39
40 41