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
$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
926
$10K ﹤0.01%
203
927
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11
928
$10K ﹤0.01%
426
+4
929
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+700
930
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202
+1
931
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1,000
932
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138
933
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136
934
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200
935
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+70
936
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347
937
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150
938
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957
939
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210
940
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211
941
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60
942
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+500
943
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944
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124
945
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464
+200
946
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105
947
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45
-100
948
$9K ﹤0.01%
1,000
949
$9K ﹤0.01%
51
950
$9K ﹤0.01%
60
36 37
38
39 40