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 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
626
$38K 0.01%
750
+200
627
$38K 0.01%
304
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628
$38K 0.01%
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$38K 0.01%
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$38K 0.01%
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$37K 0.01%
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$37K 0.01%
244
633
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470
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634
$37K 0.01%
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635
$36K 0.01%
435
636
$36K 0.01%
1,625
637
$36K 0.01%
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638
$36K 0.01%
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$35K 0.01%
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640
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642
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648
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$35K 0.01%
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$34K 0.01%
168