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
$512M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.51M
3
+$3.28M
4
QEFA icon
SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$3.03M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$2.98M

Top Sells

1
+$11.9M
2
+$6.57M
3
+$4.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.77M

Sector Composition

1 Technology 4.93%
2 Consumer Discretionary 3.45%
3 Industrials 2.94%
4 Financials 2.61%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$233K 0.05%
10,311
+2,343
252
$229K 0.04%
6,836
+2,136
253
$228K 0.04%
15,390
+3,425
254
$224K 0.04%
429
+28
255
$221K 0.04%
3,313
+1,067
256
$220K 0.04%
1,463
257
$219K 0.04%
5,236
+1,064
258
$218K 0.04%
16,433
-647
259
$217K 0.04%
2,944
260
$215K 0.04%
1,084
-425
261
$214K 0.04%
2,824
262
$214K 0.04%
939
+38
263
$213K 0.04%
963
-757
264
$209K 0.04%
4,575
+1,211
265
$207K 0.04%
5,168
+1,614
266
$204K 0.04%
2,693
+1,187
267
$203K 0.04%
2,585
+535
268
$203K 0.04%
3,216
+453
269
$202K 0.04%
903
-144
270
$201K 0.04%
1,545
-297
271
$200K 0.04%
1,164
+214
272
$200K 0.04%
1,417
+48
273
$199K 0.04%
5,255
274
$197K 0.04%
3,385
+216
275
$197K 0.04%
955
-126
9 10
11
12 13