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
1276
$1K ﹤0.01%
23
1277
$1K ﹤0.01%
31
1278
$1K ﹤0.01%
7
1279
$1K ﹤0.01%
31
1280
$1K ﹤0.01%
135
1281
$1K ﹤0.01%
+58
1282
$1K ﹤0.01%
46
1283
$1K ﹤0.01%
1,100
1284
$1K ﹤0.01%
22
-347
1285
$1K ﹤0.01%
60
1286
$1K ﹤0.01%
99
-10
1287
$1K ﹤0.01%
17
1288
$1K ﹤0.01%
8
+2
1289
$1K ﹤0.01%
+98
1290
$1K ﹤0.01%
17
1291
$1K ﹤0.01%
+25
1292
$1K ﹤0.01%
69
1293
$1K ﹤0.01%
23
-36
1294
– –
-400
1295
– –
-10
1296
$0 ﹤0.01%
1
1297
– –
0
1298
– –
-2
1299
– –
0
1300
– –
-180
50 51
52
53 54