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
776
$21K ﹤0.01%
262
777
$21K ﹤0.01%
821
+25
778
$21K ﹤0.01%
456
779
$21K ﹤0.01%
500
780
$21K ﹤0.01%
702
-21,591
781
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599
782
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439
+3
783
$20K ﹤0.01%
192
784
$20K ﹤0.01%
+323
785
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152
786
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403
-892
787
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444
788
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204
789
$20K ﹤0.01%
762
-39
790
$20K ﹤0.01%
530
-1,860
791
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850
793
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126
794
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795
$19K ﹤0.01%
136
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796
$19K ﹤0.01%
+335
797
$19K ﹤0.01%
159
798
$19K ﹤0.01%
361
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799
$19K ﹤0.01%
100
800
$18K ﹤0.01%
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30 31
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