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
851
$15K ﹤0.01%
30
852
$15K ﹤0.01%
275
853
$15K ﹤0.01%
486
854
$15K ﹤0.01%
110
855
$15K ﹤0.01%
200
856
$15K ﹤0.01%
+320
857
$15K ﹤0.01%
620
858
$15K ﹤0.01%
576
+4
859
$15K ﹤0.01%
274
860
$15K ﹤0.01%
182
+1
861
$14K ﹤0.01%
1,700
862
$14K ﹤0.01%
308
863
$14K ﹤0.01%
105
864
$14K ﹤0.01%
428
-29
865
$14K ﹤0.01%
+583
866
$14K ﹤0.01%
269
+1
867
$14K ﹤0.01%
+650
868
$14K ﹤0.01%
104
869
$14K ﹤0.01%
317
870
$14K ﹤0.01%
98
871
$14K ﹤0.01%
176
872
$14K ﹤0.01%
232
-249
873
$14K ﹤0.01%
154
874
$13K ﹤0.01%
465
+397
875
$13K ﹤0.01%
1,195
-332
33 34
35
36 37