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
976
$8K ﹤0.01%
40
977
$8K ﹤0.01%
82
978
$8K ﹤0.01%
63
979
$8K ﹤0.01%
108
980
$8K ﹤0.01%
402
+1
981
$7K ﹤0.01%
43
982
$7K ﹤0.01%
94
983
$7K ﹤0.01%
216
984
$7K ﹤0.01%
79
985
$7K ﹤0.01%
86
986
$7K ﹤0.01%
565
987
$7K ﹤0.01%
22
988
$7K ﹤0.01%
102
989
$7K ﹤0.01%
121
990
$7K ﹤0.01%
202
-1,094
991
$7K ﹤0.01%
464
992
$7K ﹤0.01%
39
993
$7K ﹤0.01%
234
994
$7K ﹤0.01%
1,000
-700
995
$7K ﹤0.01%
33
996
$7K ﹤0.01%
164
997
$7K ﹤0.01%
104
998
$7K ﹤0.01%
32
999
$7K ﹤0.01%
+219
1000
$7K ﹤0.01%
+150
38 39
40
41 42