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
676
$31K 0.01%
1,123
-200
677
$31K 0.01%
564
-20,311
678
$31K 0.01%
580
+50
679
$31K 0.01%
400
680
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193
681
$31K 0.01%
216
682
$30K 0.01%
308
683
$30K 0.01%
450
+100
684
$30K 0.01%
800
685
$30K 0.01%
810
686
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356
687
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225
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688
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689
$29K 0.01%
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690
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123
691
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318
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692
$29K 0.01%
294
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800
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114
698
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1,807
699
$28K 0.01%
407
700
$28K 0.01%
251
26 27
28
29 30