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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
1176
$1K ﹤0.01%
25
1177
$1K ﹤0.01%
86
1178
$1K ﹤0.01%
91
1179
$1K ﹤0.01%
22
1180
$1K ﹤0.01%
+20
1181
$1K ﹤0.01%
11
-52
1182
$1K ﹤0.01%
19
1183
$1K ﹤0.01%
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1184
$1K ﹤0.01%
81
1185
$1K ﹤0.01%
+89
1186
$1K ﹤0.01%
11
-100
1187
$1K ﹤0.01%
12
1188
$1K ﹤0.01%
40
1189
$1K ﹤0.01%
23
1190
$1K ﹤0.01%
24
-20
1191
$1K ﹤0.01%
45
1192
$1K ﹤0.01%
150
1193
$1K ﹤0.01%
211
1194
– –
-50
1195
$0 ﹤0.01%
2
1196
$0 ﹤0.01%
21
1197
$0 ﹤0.01%
44
1198
– –
-5
1199
$0 ﹤0.01%
6
1200
$0 ﹤0.01%
2
46 47
48
49 50