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
1026
$6K ﹤0.01%
5
1027
$6K ﹤0.01%
19
+15
1028
$6K ﹤0.01%
230
1029
$6K ﹤0.01%
260
1030
$6K ﹤0.01%
102
1031
$6K ﹤0.01%
289
-22
1032
$6K ﹤0.01%
189
-76
1033
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14
1034
$6K ﹤0.01%
250
-475
1035
$6K ﹤0.01%
21
1036
$6K ﹤0.01%
69
1037
$6K ﹤0.01%
52
+1
1038
$6K ﹤0.01%
+100
1039
$6K ﹤0.01%
89
1040
$6K ﹤0.01%
100
1041
$6K ﹤0.01%
130
1042
$5K ﹤0.01%
+300
1043
$5K ﹤0.01%
59
1044
$5K ﹤0.01%
78
1045
$5K ﹤0.01%
241
1046
$5K ﹤0.01%
32
1047
$5K ﹤0.01%
20
-20
1048
$5K ﹤0.01%
39
1049
$5K ﹤0.01%
19
1050
$5K ﹤0.01%
200
40 41
42
43 44