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
1076
$2K ﹤0.01%
709
1077
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16
1078
$2K ﹤0.01%
135
1079
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51
-200
1080
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+30
1081
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25
1082
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+150
1083
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13
1084
$2K ﹤0.01%
111
+1
1085
$2K ﹤0.01%
1,699
1086
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74
1087
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23
1088
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+71
1089
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14
1090
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14
1091
$2K ﹤0.01%
65
1092
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51
1093
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20
1094
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241
1095
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26
1096
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75
1097
$2K ﹤0.01%
16
-8
1098
$2K ﹤0.01%
20
1099
$2K ﹤0.01%
31
1100
$2K ﹤0.01%
9
42 43
44
45 46