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
1001
$7K ﹤0.01%
89
1002
$7K ﹤0.01%
100
1003
$7K ﹤0.01%
146
1004
$7K ﹤0.01%
113
1005
$7K ﹤0.01%
96
1006
$7K ﹤0.01%
11
1007
$7K ﹤0.01%
+92
1008
$6K ﹤0.01%
167
1009
$6K ﹤0.01%
63
+34
1010
$6K ﹤0.01%
196
1011
$6K ﹤0.01%
216
1012
$6K ﹤0.01%
133
+1
1013
$6K ﹤0.01%
80
1014
$6K ﹤0.01%
196
1015
$6K ﹤0.01%
116
-3
1016
$6K ﹤0.01%
+95
1017
$6K ﹤0.01%
83
1018
$6K ﹤0.01%
62
1019
$6K ﹤0.01%
100
1020
$6K ﹤0.01%
34
1021
$6K ﹤0.01%
+212
1022
$6K ﹤0.01%
396
1023
$6K ﹤0.01%
111
+1
1024
$6K ﹤0.01%
295
1025
$6K ﹤0.01%
+250
39 40
41
42 43