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
876
$13K ﹤0.01%
100
877
$13K ﹤0.01%
62
+20
878
$13K ﹤0.01%
63
879
$13K ﹤0.01%
218
880
$13K ﹤0.01%
234
-675
881
$13K ﹤0.01%
+279
882
$13K ﹤0.01%
318
883
$13K ﹤0.01%
308
-885
884
$13K ﹤0.01%
262
+190
885
$13K ﹤0.01%
485
886
$13K ﹤0.01%
892
887
$13K ﹤0.01%
668
888
$13K ﹤0.01%
183
+8
889
$13K ﹤0.01%
465
+397
890
$13K ﹤0.01%
1,195
-332
891
$13K ﹤0.01%
184
892
$13K ﹤0.01%
+195
893
$13K ﹤0.01%
650
-1,350
894
$12K ﹤0.01%
725
895
$12K ﹤0.01%
50
896
$12K ﹤0.01%
+242
897
$12K ﹤0.01%
136
+27
898
$12K ﹤0.01%
358
+70
899
$12K ﹤0.01%
441
-1
900
$12K ﹤0.01%
+390
34 35
36
37 38