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
1026
$3K ﹤0.01%
110
1027
$3K ﹤0.01%
+50
1028
$3K ﹤0.01%
6
1029
$3K ﹤0.01%
33
1030
$3K ﹤0.01%
128
+109
1031
$3K ﹤0.01%
48
1032
$3K ﹤0.01%
149
+1
1033
$3K ﹤0.01%
32
1034
$3K ﹤0.01%
1,000
1035
$3K ﹤0.01%
+216
1036
$3K ﹤0.01%
28
1037
$3K ﹤0.01%
+99
1038
$3K ﹤0.01%
13
1039
$3K ﹤0.01%
130
1040
$3K ﹤0.01%
29
1041
$3K ﹤0.01%
31
1042
$3K ﹤0.01%
112
1043
$3K ﹤0.01%
199
1044
$3K ﹤0.01%
35
1045
$3K ﹤0.01%
108
+1
1046
$3K ﹤0.01%
16
1047
$3K ﹤0.01%
75
1048
$3K ﹤0.01%
10
1049
$3K ﹤0.01%
86
1050
$3K ﹤0.01%
243
-26,319
40 41
42
43 44