We are live on ! Find out more
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
1201
$0 ﹤0.01%
33
1202
– –
-429
1203
– –
-5
1204
$0 ﹤0.01%
89
1205
– –
-566
1206
$0 ﹤0.01%
1
1207
$0 ﹤0.01%
3
1208
$0 ﹤0.01%
2
1209
– –
0
1210
– –
-309
1211
– –
0
1212
– –
-6
1213
– –
-300
1214
$0 ﹤0.01%
9
1215
– –
0
1216
– –
-300
1217
$0 ﹤0.01%
35
1218
$0 ﹤0.01%
450
1219
$0 ﹤0.01%
7
1220
– –
-1
1221
– –
-414
1222
– –
-490
1223
$0 ﹤0.01%
20
1224
– –
-20
1225
– –
0
47 48
49
50 51