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
726
$25K ﹤0.01%
1,483
+17
727
$25K ﹤0.01%
544
728
$25K ﹤0.01%
+1,305
729
$25K ﹤0.01%
+301
730
$25K ﹤0.01%
419
-285
731
$25K ﹤0.01%
554
+236
732
$24K ﹤0.01%
212
733
$24K ﹤0.01%
693
734
$24K ﹤0.01%
333
735
$24K ﹤0.01%
541
736
$24K ﹤0.01%
403
-140
737
$24K ﹤0.01%
1,010
-100
738
$24K ﹤0.01%
273
+1
739
$24K ﹤0.01%
88
740
$24K ﹤0.01%
1,000
741
$24K ﹤0.01%
486
-1,172
742
$24K ﹤0.01%
400
743
$23K ﹤0.01%
+500
744
$23K ﹤0.01%
352
745
$23K ﹤0.01%
271
746
$23K ﹤0.01%
279
+149
747
$23K ﹤0.01%
218
748
$23K ﹤0.01%
396
749
$23K ﹤0.01%
257
750
$23K ﹤0.01%
600
28 29
30
31 32