CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$3.61M
2
+$3.55M
3
+$3.36M
4
QEFA icon
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$3.01M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$2.98M

Top Sells

1
+$11.9M
2
+$6.74M
3
+$3.96M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.35M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.77M

Sector Composition

1 Technology 4.92%
2 Consumer Discretionary 3.45%
3 Industrials 2.94%
4 Financials 2.62%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$25K ﹤0.01%
1,483
+17
727
$25K ﹤0.01%
544
728
$25K ﹤0.01%
+1,305
729
$25K ﹤0.01%
+301
730
$25K ﹤0.01%
419
-285
731
$25K ﹤0.01%
554
+236
732
$24K ﹤0.01%
212
733
$24K ﹤0.01%
693
734
$24K ﹤0.01%
333
735
$24K ﹤0.01%
541
736
$24K ﹤0.01%
403
-140
737
$24K ﹤0.01%
1,010
-100
738
$24K ﹤0.01%
273
+1
739
$24K ﹤0.01%
88
740
$24K ﹤0.01%
1,000
741
$24K ﹤0.01%
486
-1,172
742
$24K ﹤0.01%
400
743
$23K ﹤0.01%
450
-469
744
$23K ﹤0.01%
436
-34
745
$23K ﹤0.01%
258
746
$23K ﹤0.01%
34
747
$23K ﹤0.01%
967
748
$23K ﹤0.01%
3,000
749
$23K ﹤0.01%
+500
750
$23K ﹤0.01%
352
28 29
30
31 32