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
1051
$5K ﹤0.01%
+75
1052
$5K ﹤0.01%
199
1053
$5K ﹤0.01%
132
1054
$5K ﹤0.01%
109
+1
1055
$5K ﹤0.01%
32
1056
$5K ﹤0.01%
123
1057
$5K ﹤0.01%
61
1058
$5K ﹤0.01%
95
1059
$5K ﹤0.01%
84
1060
$5K ﹤0.01%
15
1061
$5K ﹤0.01%
+175
1062
$5K ﹤0.01%
67
+1
1063
$5K ﹤0.01%
106
1064
$5K ﹤0.01%
66
1065
$5K ﹤0.01%
69
1066
$5K ﹤0.01%
110
1067
$5K ﹤0.01%
1,699
1068
$5K ﹤0.01%
6
1069
$5K ﹤0.01%
177
1070
$5K ﹤0.01%
52
1071
$5K ﹤0.01%
29
1072
$5K ﹤0.01%
217
+200
1073
$5K ﹤0.01%
144
1074
$5K ﹤0.01%
75
1075
$5K ﹤0.01%
77
41 42
43
44 45