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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
1151
$1K ﹤0.01%
11
1152
$1K ﹤0.01%
11
1153
$1K ﹤0.01%
119
1154
$1K ﹤0.01%
+1,100
1155
$1K ﹤0.01%
12
1156
$1K ﹤0.01%
60
1157
$1K ﹤0.01%
4
1158
$1K ﹤0.01%
109
1159
$1K ﹤0.01%
17
1160
$1K ﹤0.01%
18
1161
$1K ﹤0.01%
30
1162
$1K ﹤0.01%
6
-150
1163
$1K ﹤0.01%
86
1164
$1K ﹤0.01%
8
1165
$1K ﹤0.01%
17
1166
$1K ﹤0.01%
30
1167
$1K ﹤0.01%
26
1168
$1K ﹤0.01%
1,048
1169
$1K ﹤0.01%
150
+2
1170
$1K ﹤0.01%
69
1171
$1K ﹤0.01%
200
1172
$1K ﹤0.01%
35
1173
$1K ﹤0.01%
3
1174
$1K ﹤0.01%
+50
1175
$1K ﹤0.01%
100
-125
45 46
47
48 49