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
1176
$3K ﹤0.01%
+42
1177
$3K ﹤0.01%
+100
1178
$3K ﹤0.01%
+66
1179
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51
1180
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38
1181
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11
1182
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24
1183
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57
1184
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533
1185
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13
1186
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113
+1
1187
$3K ﹤0.01%
15
1188
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64
1189
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65
-2,648
1190
$2K ﹤0.01%
66
1191
$2K ﹤0.01%
2
1192
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84
1193
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66
+1
1194
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20
1195
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31
1196
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40
1197
$2K ﹤0.01%
9
1198
$2K ﹤0.01%
89
1199
$2K ﹤0.01%
66
1200
$2K ﹤0.01%
19
46 47
48
49 50