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
1026
$3K ﹤0.01%
+67
1027
$3K ﹤0.01%
14
1028
$3K ﹤0.01%
123
1029
$3K ﹤0.01%
+110
1030
$3K ﹤0.01%
295
1031
$3K ﹤0.01%
+95
1032
$3K ﹤0.01%
84
1033
$3K ﹤0.01%
+55
1034
$3K ﹤0.01%
+200
1035
$3K ﹤0.01%
7
1036
$3K ﹤0.01%
80
1037
$3K ﹤0.01%
+8
1038
$3K ﹤0.01%
15
1039
$3K ﹤0.01%
42
1040
$3K ﹤0.01%
110
1041
$3K ﹤0.01%
73
1042
$3K ﹤0.01%
+54
1043
$3K ﹤0.01%
145
1044
$3K ﹤0.01%
+35
1045
$3K ﹤0.01%
+95
1046
$3K ﹤0.01%
85
1047
$3K ﹤0.01%
60
1048
$3K ﹤0.01%
+7
1049
$3K ﹤0.01%
52
1050
$3K ﹤0.01%
58