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
451
$81K 0.02%
4,896
-4,357
452
$81K 0.02%
729
453
$81K 0.02%
2,889
+1,250
454
$81K 0.02%
1,023
+523
455
$80K 0.02%
+1,211
456
$80K 0.02%
2,687
-12,951
457
$79K 0.02%
1,899
-3,047
458
$79K 0.02%
1,724
459
$79K 0.02%
5,652
-4
460
$79K 0.02%
5,195
-350
461
$79K 0.02%
341
462
$78K 0.02%
1,474
+712
463
$78K 0.02%
1,153
+201
464
$78K 0.02%
1,044
+1
465
$78K 0.02%
1,738
-19,493
466
$78K 0.02%
2,013
-224
467
$77K 0.02%
485
468
$77K 0.02%
+688
469
$77K 0.02%
7,847
+157
470
$76K 0.01%
350
471
$76K 0.01%
2,083
472
$76K 0.01%
368
473
$76K 0.01%
1,497
+555
474
$76K 0.01%
1,184
475
$76K 0.01%
+3,220
17 18
19
20 21