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
476
$75K 0.01%
454
477
$75K 0.01%
1,226
+3
478
$75K 0.01%
430
479
$75K 0.01%
1,645
+829
480
$75K 0.01%
1,960
-500
481
$74K 0.01%
1,031
-73
482
$73K 0.01%
3,639
483
$73K 0.01%
540
484
$72K 0.01%
487
-53
485
$72K 0.01%
1,862
486
$72K 0.01%
2,000
487
$71K 0.01%
4,000
+2,500
488
$70K 0.01%
709
+46
489
$70K 0.01%
1,066
490
$70K 0.01%
559
491
$70K 0.01%
444
492
$69K 0.01%
1,350
493
$69K 0.01%
306
-51
494
$68K 0.01%
126
495
$68K 0.01%
886
+500
496
$68K 0.01%
1,209
497
$68K 0.01%
435
+23
498
$67K 0.01%
19,202
-1,845
499
$67K 0.01%
+3,880
500
$67K 0.01%
1,658
+5
18 19
20
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