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
201
$283K 0.07%
3,019
+2,895
202
$281K 0.07%
1,701
+30
203
$279K 0.07%
3,778
+3,630
204
$277K 0.07%
2,948
+132
205
$277K 0.07%
819
+140
206
$274K 0.07%
4,618
+1,528
207
$271K 0.07%
1,725
+3
208
$265K 0.07%
1,319
+86
209
$265K 0.07%
4,100
+42
210
$262K 0.06%
4,705
-468
211
$260K 0.06%
7,265
+530
212
$258K 0.06%
7,658
+7,407
213
$256K 0.06%
1,035
-230
214
$254K 0.06%
1,568
+42
215
$248K 0.06%
15,939
+2,101
216
$246K 0.06%
6,379
+1,796
217
$245K 0.06%
+2,360
218
$243K 0.06%
1,455
+1,324
219
$241K 0.06%
30,453
-10,880
220
$239K 0.06%
+8,500
221
$238K 0.06%
6,496
+177
222
$229K 0.06%
1,877
+1,278
223
$224K 0.06%
4,935
+133
224
$223K 0.06%
1,653
+526
225
$221K 0.05%
5,132
+4,192
7 8
9
10 11