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

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
1151
$1K ﹤0.01%
128
1152
$1K ﹤0.01%
31
1153
$1K ﹤0.01%
120
1154
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1155
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1156
$1K ﹤0.01%
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1157
$1K ﹤0.01%
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1158
$1K ﹤0.01%
11
1159
$1K ﹤0.01%
11
1160
$1K ﹤0.01%
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1161
$1K ﹤0.01%
+1,100
1162
$1K ﹤0.01%
12
1163
$1K ﹤0.01%
60
1164
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4
1165
$1K ﹤0.01%
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1166
$1K ﹤0.01%
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1167
$1K ﹤0.01%
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1168
$1K ﹤0.01%
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1169
$1K ﹤0.01%
6
-150
1170
$1K ﹤0.01%
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1171
$1K ﹤0.01%
8
1172
$1K ﹤0.01%
17
1173
$1K ﹤0.01%
30
1174
$1K ﹤0.01%
26
1175
$1K ﹤0.01%
1,048