CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
976
$4K ﹤0.01%
61
+52
977
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15
978
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105
979
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-308
980
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66
-25
981
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106
+1
982
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+66
983
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89
+75
984
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69
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985
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988
986
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97
+48
987
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+8
988
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70
-90
989
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735
+576
990
$4K ﹤0.01%
260
991
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310
+140
992
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21
993
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100
994
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16
995
$4K ﹤0.01%
+7
996
$4K ﹤0.01%
1,572
-35,331
997
$4K ﹤0.01%
89
998
$4K ﹤0.01%
1,000
999
$4K ﹤0.01%
52
1000
$3K ﹤0.01%
400
38 39
40
41 42