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
401
$109K 0.02%
444
+141
402
$108K 0.02%
+3,139
403
$108K 0.02%
1,865
404
$106K 0.02%
1,291
-575
405
$106K 0.02%
3,212
-2,968
406
$105K 0.02%
433
-250
407
$105K 0.02%
1,126
408
$104K 0.02%
3,900
-419
409
$104K 0.02%
4,370
-95
410
$103K 0.02%
7,842
+390
411
$102K 0.02%
4,792
412
$102K 0.02%
5,300
413
$101K 0.02%
1,862
+1,165
414
$98K 0.02%
1,742
+1
415
$98K 0.02%
1,776
+638
416
$97K 0.02%
1,110
+402
417
$97K 0.02%
1,800
418
$97K 0.02%
3,566
+16
419
$96K 0.02%
882
420
$96K 0.02%
1,609
421
$96K 0.02%
2,712
422
$96K 0.02%
357
-27
423
$96K 0.02%
6,954
424
$96K 0.02%
298
-603
425
$94K 0.02%
654
15 16
17
18 19