CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
701
$28K 0.01%
547
702
$28K 0.01%
246
-2,259
703
$28K 0.01%
466
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704
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147
705
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706
$28K 0.01%
80
707
$27K 0.01%
472
-60
708
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1,000
709
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602
710
$27K 0.01%
467
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711
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250
712
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408
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714
$27K 0.01%
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715
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278
716
$26K 0.01%
315
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717
$26K 0.01%
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718
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2,363
719
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722
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723
$26K 0.01%
514
724
$26K 0.01%
475
725
$25K ﹤0.01%
1,000
27 28
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