We are live on ! Find out more
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
1051
$3K ﹤0.01%
6
1052
$3K ﹤0.01%
33
1053
$3K ﹤0.01%
128
+109
1054
$3K ﹤0.01%
48
1055
$3K ﹤0.01%
708
1056
$3K ﹤0.01%
75
1057
$3K ﹤0.01%
51
+1
1058
$3K ﹤0.01%
130
1059
$3K ﹤0.01%
29
1060
$3K ﹤0.01%
31
1061
$3K ﹤0.01%
112
1062
$3K ﹤0.01%
199
1063
$3K ﹤0.01%
35
1064
$3K ﹤0.01%
108
+1
1065
$3K ﹤0.01%
16
1066
$3K ﹤0.01%
75
1067
$3K ﹤0.01%
80
1068
$3K ﹤0.01%
+8
1069
$2K ﹤0.01%
23
1070
$2K ﹤0.01%
+71
1071
$2K ﹤0.01%
14
1072
$2K ﹤0.01%
14
1073
$2K ﹤0.01%
65
1074
$2K ﹤0.01%
51
1075
$2K ﹤0.01%
20
41 42
43
44 45