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
826
$17K ﹤0.01%
1,000
827
$17K ﹤0.01%
350
828
$17K ﹤0.01%
843
829
$17K ﹤0.01%
1,207
830
$17K ﹤0.01%
246
831
$17K ﹤0.01%
193
832
$17K ﹤0.01%
300
-51
833
$16K ﹤0.01%
605
-495
834
$16K ﹤0.01%
88
835
$16K ﹤0.01%
+390
836
$16K ﹤0.01%
235
+205
837
$16K ﹤0.01%
+390
838
$16K ﹤0.01%
131
839
$16K ﹤0.01%
411
840
$16K ﹤0.01%
52
841
$16K ﹤0.01%
300
842
$16K ﹤0.01%
219
843
$15K ﹤0.01%
141
844
$15K ﹤0.01%
850
845
$15K ﹤0.01%
919
846
$15K ﹤0.01%
507
847
$15K ﹤0.01%
541
+1
848
$15K ﹤0.01%
+100
849
$15K ﹤0.01%
466
850
$15K ﹤0.01%
212
32 33
34
35 36