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
776
$21K ﹤0.01%
262
777
$21K ﹤0.01%
821
+25
778
$21K ﹤0.01%
456
779
$21K ﹤0.01%
500
780
$21K ﹤0.01%
702
-21,591
781
$21K ﹤0.01%
599
782
$20K ﹤0.01%
192
783
$20K ﹤0.01%
+323
784
$20K ﹤0.01%
152
785
$20K ﹤0.01%
403
-892
786
$20K ﹤0.01%
444
787
$20K ﹤0.01%
439
+3
788
$20K ﹤0.01%
204
789
$20K ﹤0.01%
762
-39
790
$20K ﹤0.01%
530
-1,860
791
$20K ﹤0.01%
+786
792
$20K ﹤0.01%
850
793
$20K ﹤0.01%
126
794
$19K ﹤0.01%
136
-200
795
$19K ﹤0.01%
+335
796
$19K ﹤0.01%
159
797
$19K ﹤0.01%
361
+2
798
$19K ﹤0.01%
100
799
$19K ﹤0.01%
497
800
$18K ﹤0.01%
218
30 31
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