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
1176
$1K ﹤0.01%
150
+2
1177
$1K ﹤0.01%
69
1178
$1K ﹤0.01%
200
1179
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35
1180
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1181
$1K ﹤0.01%
3
1182
$1K ﹤0.01%
+50
1183
$1K ﹤0.01%
100
-125
1184
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25
1185
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45
1186
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150
1187
$1K ﹤0.01%
211
1188
$1K ﹤0.01%
86
1189
$1K ﹤0.01%
91
1190
$1K ﹤0.01%
22
1191
$1K ﹤0.01%
+20
1192
$1K ﹤0.01%
11
-52
1193
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19
1194
– –
-341
1195
– –
-1
1196
$0 ﹤0.01%
10
1197
$0 ﹤0.01%
3
1198
$0 ﹤0.01%
1
1199
– –
-219
1200
$0 ﹤0.01%
4
46 47
48
49 50