CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1126
$1K ﹤0.01%
+60
1127
$1K ﹤0.01%
60
1128
$1K ﹤0.01%
46
1129
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27
1130
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17
1131
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81
1132
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11
1133
$1K ﹤0.01%
11
1134
$1K ﹤0.01%
119
1135
$1K ﹤0.01%
+1,100
1136
$1K ﹤0.01%
12
1137
$1K ﹤0.01%
60
1138
$1K ﹤0.01%
4
1139
$1K ﹤0.01%
109
1140
$1K ﹤0.01%
17
1141
$1K ﹤0.01%
18
1142
$1K ﹤0.01%
30
1143
$1K ﹤0.01%
6
-150
1144
$1K ﹤0.01%
86
1145
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8
1146
$1K ﹤0.01%
17
1147
$1K ﹤0.01%
30
1148
$1K ﹤0.01%
26
1149
$1K ﹤0.01%
1,048
1150
$1K ﹤0.01%
150
+2
44 45
46
47 48