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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.09M
3
+$3.42M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$5.26M
2
+$2.31M
3
+$2.08M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.63M

Sector Composition

1 Technology 2.94%
2 Financials 2.64%
3 Industrials 2.57%
4 Consumer Discretionary 1.73%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-106
677
– –
-1,390
678
$0 ﹤0.01%
1
679
– –
-21
680
– –
-12
681
– –
-155
682
$0 ﹤0.01%
3
683
– –
-79
684
– –
-103
685
$0 ﹤0.01%
11
686
– –
-8
687
– –
-108
688
– –
-1,148
689
$0 ﹤0.01%
5
-1
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