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
926
$10K ﹤0.01%
1,000
927
$10K ﹤0.01%
138
928
$10K ﹤0.01%
136
929
$10K ﹤0.01%
200
930
$10K ﹤0.01%
+300
931
$10K ﹤0.01%
203
932
$10K ﹤0.01%
11
933
$10K ﹤0.01%
426
+4
934
$10K ﹤0.01%
+700
935
$10K ﹤0.01%
202
+1
936
$10K ﹤0.01%
+70
937
$10K ﹤0.01%
347
938
$10K ﹤0.01%
150
939
$10K ﹤0.01%
957
940
$10K ﹤0.01%
210
941
$10K ﹤0.01%
211
942
$10K ﹤0.01%
60
943
$10K ﹤0.01%
194
944
$9K ﹤0.01%
1,000
945
$9K ﹤0.01%
51
946
$9K ﹤0.01%
60
947
$9K ﹤0.01%
100
948
$9K ﹤0.01%
156
949
$9K ﹤0.01%
324
950
$9K ﹤0.01%
287
36 37
38
39 40