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

Top Sells

1
+$26M
2
+$14.5M
3
+$8.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.02M

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
1076
$2K ﹤0.01%
241
1077
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26
1078
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75
1079
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16
-8
1080
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20
1081
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31
1082
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9
1083
$2K ﹤0.01%
+1,422
1084
$2K ﹤0.01%
66
1085
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19
1086
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+30
1087
$2K ﹤0.01%
443
+300
1088
$2K ﹤0.01%
38
1089
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25
1090
$2K ﹤0.01%
+52
1091
$2K ﹤0.01%
709
1092
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16
1093
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135
1094
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51
-200
1095
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+30
1096
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25
1097
$2K ﹤0.01%
+14
1098
$2K ﹤0.01%
+53
1099
$2K ﹤0.01%
14
1100
$2K ﹤0.01%
23
42 43
44
45 46