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
1001
$3K ﹤0.01%
+67
1002
$3K ﹤0.01%
59
1003
$3K ﹤0.01%
+59
1004
$3K ﹤0.01%
41
1005
$3K ﹤0.01%
42
1006
$3K ﹤0.01%
110
1007
$3K ﹤0.01%
73
1008
$3K ﹤0.01%
+54
1009
$3K ﹤0.01%
145
1010
$3K ﹤0.01%
+35
1011
$3K ﹤0.01%
+95
1012
$3K ﹤0.01%
85
1013
$3K ﹤0.01%
60
1014
$3K ﹤0.01%
+7
1015
$3K ﹤0.01%
52
1016
$3K ﹤0.01%
58
1017
$3K ﹤0.01%
60
1018
$3K ﹤0.01%
29
1019
$3K ﹤0.01%
50
1020
$3K ﹤0.01%
40
1021
$3K ﹤0.01%
533
1022
$3K ﹤0.01%
725
1023
$3K ﹤0.01%
162
1024
$3K ﹤0.01%
15
1025
$3K ﹤0.01%
34
39 40
41
42 43