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%
39
-34
1052
$3K ﹤0.01%
23
1053
$3K ﹤0.01%
+67
1054
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14
1055
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123
1056
$3K ﹤0.01%
+110
1057
$3K ﹤0.01%
295
1058
$3K ﹤0.01%
+95
1059
$3K ﹤0.01%
84
1060
$3K ﹤0.01%
+55
1061
$3K ﹤0.01%
+200
1062
$3K ﹤0.01%
7
1063
$3K ﹤0.01%
80
1064
$3K ﹤0.01%
+8
1065
$3K ﹤0.01%
15
1066
$3K ﹤0.01%
708
1067
$3K ﹤0.01%
75
1068
$3K ﹤0.01%
51
+1
1069
$2K ﹤0.01%
66
1070
$2K ﹤0.01%
19
1071
$2K ﹤0.01%
+30
1072
$2K ﹤0.01%
443
+300
1073
$2K ﹤0.01%
38
1074
$2K ﹤0.01%
25
1075
$2K ﹤0.01%
+52
41 42
43
44 45