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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
1276
$0 ﹤0.01%
7
1277
$0 ﹤0.01%
2
1278
– –
-1,800
1279
$0 ﹤0.01%
3
1280
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0
1281
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1
1282
$0 ﹤0.01%
22
1283
– –
-476
1284
– –
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1285
– –
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1286
– –
-495
1287
– –
-250
1288
$0 ﹤0.01%
15
1289
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-100
1290
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0
1291
– –
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1292
$0 ﹤0.01%
2
-283
1293
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-132
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– –
-3,047
1295
– –
-1,510
1296
– –
-3,500
1297
– –
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1298
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1299
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-150
1300
– –
-905
50 51
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