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
601
$44K 0.01%
1,661
602
$43K 0.01%
+450
603
$43K 0.01%
980
-2,723
604
$42K 0.01%
915
605
$42K 0.01%
106
+90
606
$42K 0.01%
2,500
607
$42K 0.01%
101
608
$41K 0.01%
900
609
$41K 0.01%
1,378
+8
610
$40K 0.01%
996
-11
611
$40K 0.01%
182
-2
612
$40K 0.01%
685
+275
613
$40K 0.01%
+330
614
$39K 0.01%
582
615
$39K 0.01%
207
+1
616
$39K 0.01%
387
-54
617
$39K 0.01%
131
618
$39K 0.01%
550
619
$39K 0.01%
547
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620
$39K 0.01%
117
621
$38K 0.01%
203
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622
$38K 0.01%
1,500
623
$38K 0.01%
1,553
+930
624
$38K 0.01%
650
+10
625
$38K 0.01%
261
+140
23 24
25
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