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
801
$18K ﹤0.01%
1,862
802
$18K ﹤0.01%
842
803
$18K ﹤0.01%
103
804
$18K ﹤0.01%
288
+3
805
$18K ﹤0.01%
49
806
$18K ﹤0.01%
119
807
$18K ﹤0.01%
418
+388
808
$18K ﹤0.01%
152
+50
809
$18K ﹤0.01%
172
810
$18K ﹤0.01%
391
811
$18K ﹤0.01%
105
812
$17K ﹤0.01%
250
813
$17K ﹤0.01%
572
-243
814
$17K ﹤0.01%
200
815
$17K ﹤0.01%
1,800
816
$17K ﹤0.01%
647
817
$17K ﹤0.01%
645
+640
818
$17K ﹤0.01%
169
-628
819
$17K ﹤0.01%
323
820
$17K ﹤0.01%
+600
821
$17K ﹤0.01%
422
822
$17K ﹤0.01%
308
823
$17K ﹤0.01%
+485
824
$17K ﹤0.01%
112
825
$17K ﹤0.01%
+692
31 32
33
34 35