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
426
$94K 0.02%
6,827
427
$94K 0.02%
1,176
+964
428
$93K 0.02%
853
+6
429
$93K 0.02%
2,100
-2,364
430
$93K 0.02%
2,250
+800
431
$93K 0.02%
1,426
-118
432
$93K 0.02%
748
-100
433
$92K 0.02%
1,844
434
$92K 0.02%
2,815
+1,149
435
$92K 0.02%
10,050
+3,250
436
$91K 0.02%
657
+412
437
$91K 0.02%
686
438
$91K 0.02%
+5,100
439
$90K 0.02%
325
440
$89K 0.02%
915
+825
441
$88K 0.02%
543
442
$88K 0.02%
2,270
443
$87K 0.02%
1,359
444
$87K 0.02%
+4,758
445
$86K 0.02%
2,841
+2,506
446
$85K 0.02%
58
+25
447
$85K 0.02%
523
448
$84K 0.02%
2,479
+1,280
449
$83K 0.02%
1,202
450
$82K 0.02%
965
+815
16 17
18
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