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
926
$10K ﹤0.01%
138
927
$10K ﹤0.01%
136
928
$10K ﹤0.01%
200
929
$10K ﹤0.01%
+300
930
$10K ﹤0.01%
203
931
$10K ﹤0.01%
11
932
$10K ﹤0.01%
426
+4
933
$10K ﹤0.01%
+700
934
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202
+1
935
$10K ﹤0.01%
+70
936
$10K ﹤0.01%
347
937
$10K ﹤0.01%
150
938
$10K ﹤0.01%
957
939
$10K ﹤0.01%
210
940
$10K ﹤0.01%
211
941
$10K ﹤0.01%
60
942
$10K ﹤0.01%
+500
943
$10K ﹤0.01%
194
944
$9K ﹤0.01%
117
945
$9K ﹤0.01%
301
946
$9K ﹤0.01%
701
-42
947
$9K ﹤0.01%
270
948
$9K ﹤0.01%
92
949
$9K ﹤0.01%
30
950
$9K ﹤0.01%
124
36 37
38
39 40