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
551
$53K 0.01%
+1,440
552
$52K 0.01%
1,347
553
$52K 0.01%
400
+150
554
$52K 0.01%
693
555
$52K 0.01%
199
556
$52K 0.01%
1,039
557
$51K 0.01%
+716
558
$51K 0.01%
612
559
$51K 0.01%
617
560
$51K 0.01%
144
561
$51K 0.01%
948
+600
562
$51K 0.01%
1,000
563
$51K 0.01%
988
+399
564
$51K 0.01%
377
+143
565
$50K 0.01%
663
+484
566
$50K 0.01%
585
567
$50K 0.01%
699
568
$50K 0.01%
540
569
$49K 0.01%
86
570
$49K 0.01%
775
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571
$49K 0.01%
727
572
$49K 0.01%
598
+194
573
$49K 0.01%
150
+25
574
$49K 0.01%
+1,700
575
$48K 0.01%
1,752
21 22
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