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
876
$13K ﹤0.01%
184
877
$13K ﹤0.01%
+195
878
$13K ﹤0.01%
650
-1,350
879
$13K ﹤0.01%
262
+190
880
$13K ﹤0.01%
485
881
$13K ﹤0.01%
300
882
$13K ﹤0.01%
+95
883
$13K ﹤0.01%
100
884
$13K ﹤0.01%
62
+20
885
$13K ﹤0.01%
63
886
$13K ﹤0.01%
218
887
$13K ﹤0.01%
234
-675
888
$13K ﹤0.01%
+279
889
$13K ﹤0.01%
318
890
$13K ﹤0.01%
308
-885
891
$13K ﹤0.01%
892
892
$13K ﹤0.01%
668
893
$13K ﹤0.01%
183
+8
894
$12K ﹤0.01%
725
895
$12K ﹤0.01%
50
896
$12K ﹤0.01%
+242
897
$12K ﹤0.01%
136
+27
898
$12K ﹤0.01%
358
+70
899
$12K ﹤0.01%
441
-1
900
$12K ﹤0.01%
+390
34 35
36
37 38