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
1226
$2K ﹤0.01%
+50
1227
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86
1228
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91
1229
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62
1230
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39
1231
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51
1232
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1233
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20
1234
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1235
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1236
$2K ﹤0.01%
25
1237
$2K ﹤0.01%
+26
1238
$2K ﹤0.01%
53
1239
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18
1240
$2K ﹤0.01%
86
1241
$2K ﹤0.01%
8
1242
$2K ﹤0.01%
+18
1243
$2K ﹤0.01%
26
1244
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55
1245
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52
1246
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7
1247
$1K ﹤0.01%
+15
1248
$1K ﹤0.01%
+15
1249
$1K ﹤0.01%
53
1250
$1K ﹤0.01%
+10
48 49
50
51 52