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
901
$12K ﹤0.01%
131
-314
902
$12K ﹤0.01%
88
903
$12K ﹤0.01%
25
+12
904
$12K ﹤0.01%
30
905
$12K ﹤0.01%
424
906
$12K ﹤0.01%
1,110
907
$12K ﹤0.01%
787
908
$11K ﹤0.01%
185
909
$11K ﹤0.01%
296
910
$11K ﹤0.01%
189
-45
911
$11K ﹤0.01%
241
912
$11K ﹤0.01%
272
+4
913
$11K ﹤0.01%
37
914
$11K ﹤0.01%
+1,865
915
$11K ﹤0.01%
162
916
$11K ﹤0.01%
334
917
$11K ﹤0.01%
271
918
$11K ﹤0.01%
124
+55
919
$11K ﹤0.01%
988
920
$11K ﹤0.01%
25
921
$11K ﹤0.01%
133
922
$11K ﹤0.01%
548
923
$11K ﹤0.01%
570
924
$11K ﹤0.01%
81
925
$10K ﹤0.01%
1,000
35 36
37
38 39