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
1151
$3K ﹤0.01%
+50
1152
$3K ﹤0.01%
22
1153
$3K ﹤0.01%
86
1154
$3K ﹤0.01%
50
1155
$3K ﹤0.01%
74
1156
$3K ﹤0.01%
+14
1157
$3K ﹤0.01%
+50
1158
$3K ﹤0.01%
71
1159
$3K ﹤0.01%
23
1160
$3K ﹤0.01%
59
+1
1161
$3K ﹤0.01%
71
1162
$3K ﹤0.01%
20
1163
$3K ﹤0.01%
14
1164
$3K ﹤0.01%
200
1165
$3K ﹤0.01%
14
1166
$3K ﹤0.01%
155
1167
$3K ﹤0.01%
13
1168
$3K ﹤0.01%
+161
1169
$3K ﹤0.01%
29
1170
$3K ﹤0.01%
+24
1171
$3K ﹤0.01%
81
1172
$3K ﹤0.01%
+220
1173
$3K ﹤0.01%
31
1174
$3K ﹤0.01%
35
1175
$3K ﹤0.01%
+72
45 46
47
48 49