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
951
$9K ﹤0.01%
464
+200
952
$9K ﹤0.01%
105
953
$9K ﹤0.01%
45
-100
954
$9K ﹤0.01%
268
955
$9K ﹤0.01%
+116
956
$9K ﹤0.01%
178
957
$9K ﹤0.01%
250
958
$9K ﹤0.01%
450
-1,050
959
$9K ﹤0.01%
1,000
960
$9K ﹤0.01%
51
961
$9K ﹤0.01%
60
962
$9K ﹤0.01%
100
963
$9K ﹤0.01%
156
964
$9K ﹤0.01%
324
965
$9K ﹤0.01%
287
966
$9K ﹤0.01%
150
967
$8K ﹤0.01%
30
-20
968
$8K ﹤0.01%
100
969
$8K ﹤0.01%
+365
970
$8K ﹤0.01%
297
971
$8K ﹤0.01%
892
972
$8K ﹤0.01%
431
973
$8K ﹤0.01%
500
974
$8K ﹤0.01%
623
975
$8K ﹤0.01%
380
37 38
39
40 41