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
1201
$2K ﹤0.01%
25
1202
$2K ﹤0.01%
52
1203
$2K ﹤0.01%
52
1204
$2K ﹤0.01%
19
+10
1205
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135
1206
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27
1207
$2K ﹤0.01%
+80
1208
$2K ﹤0.01%
25
1209
$2K ﹤0.01%
+10
1210
$2K ﹤0.01%
17
1211
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11
1212
$2K ﹤0.01%
+50
1213
$2K ﹤0.01%
119
1214
$2K ﹤0.01%
40
1215
$2K ﹤0.01%
30
1216
$2K ﹤0.01%
152
+1
1217
$2K ﹤0.01%
19
-911
1218
$2K ﹤0.01%
19
-983
1219
$2K ﹤0.01%
37
1220
$2K ﹤0.01%
33
1221
$2K ﹤0.01%
3
1222
$2K ﹤0.01%
34
1223
$2K ﹤0.01%
+140
1224
$2K ﹤0.01%
45
1225
$2K ﹤0.01%
+5
47 48
49
50 51