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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
1001
$7K ﹤0.01%
113
1002
$7K ﹤0.01%
96
1003
$7K ﹤0.01%
11
1004
$7K ﹤0.01%
+92
1005
$7K ﹤0.01%
39
1006
$7K ﹤0.01%
234
1007
$7K ﹤0.01%
121
1008
$6K ﹤0.01%
63
+34
1009
$6K ﹤0.01%
196
1010
$6K ﹤0.01%
216
1011
$6K ﹤0.01%
133
+1
1012
$6K ﹤0.01%
80
1013
$6K ﹤0.01%
196
1014
$6K ﹤0.01%
116
-3
1015
$6K ﹤0.01%
295
1016
$6K ﹤0.01%
+250
1017
$6K ﹤0.01%
102
1018
$6K ﹤0.01%
289
-22
1019
$6K ﹤0.01%
195
-78
1020
$6K ﹤0.01%
14
1021
$6K ﹤0.01%
250
-475
1022
$6K ﹤0.01%
21
1023
$6K ﹤0.01%
52
+1
1024
$6K ﹤0.01%
+100
1025
$6K ﹤0.01%
89
39 40
41
42 43