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
1076
$5K ﹤0.01%
10
1077
$5K ﹤0.01%
25
1078
$4K ﹤0.01%
115
1079
$4K ﹤0.01%
2,000
1080
$4K ﹤0.01%
32
1081
$4K ﹤0.01%
+200
1082
$4K ﹤0.01%
28
1083
$4K ﹤0.01%
83
1084
$4K ﹤0.01%
49
1085
$4K ﹤0.01%
67
1086
$4K ﹤0.01%
+150
1087
$4K ﹤0.01%
+400
1088
$4K ﹤0.01%
62
1089
$4K ﹤0.01%
80
1090
$4K ﹤0.01%
26
1091
$4K ﹤0.01%
38
1092
$4K ﹤0.01%
709
1093
$4K ﹤0.01%
200
1094
$4K ﹤0.01%
+77
1095
$4K ﹤0.01%
39
1096
$4K ﹤0.01%
23
1097
$4K ﹤0.01%
+90
1098
$4K ﹤0.01%
12
1099
$4K ﹤0.01%
22
-20
1100
$4K ﹤0.01%
55
42 43
44
45 46