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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
1251
– –
0
1252
– –
-259
1253
– –
-300
1254
$0 ﹤0.01%
3
1255
$0 ﹤0.01%
1,399
1256
$0 ﹤0.01%
49
+2
1257
– –
-7,201
1258
– –
-15
1259
$0 ﹤0.01%
+10
1260
$0 ﹤0.01%
2
1261
– –
-291
1262
– –
0
1263
$0 ﹤0.01%
2
1264
– –
-336
1265
$0 ﹤0.01%
3
1266
– –
-130
1267
$0 ﹤0.01%
+11
1268
– –
0
1269
– –
0
1270
$0 ﹤0.01%
5
1271
$0 ﹤0.01%
33
1272
– –
-975
1273
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-692
1274
– –
-1,330
1275
$0 ﹤0.01%
1
49 50
51
52 53