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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
1026
$6K ﹤0.01%
100
1027
$6K ﹤0.01%
130
1028
$6K ﹤0.01%
+95
1029
$6K ﹤0.01%
83
1030
$6K ﹤0.01%
62
1031
$6K ﹤0.01%
100
1032
$6K ﹤0.01%
34
1033
$6K ﹤0.01%
+212
1034
$6K ﹤0.01%
396
1035
$6K ﹤0.01%
111
+1
1036
$6K ﹤0.01%
5
1037
$6K ﹤0.01%
167
1038
$6K ﹤0.01%
19
+15
1039
$6K ﹤0.01%
230
1040
$6K ﹤0.01%
260
1041
$6K ﹤0.01%
69
1042
$5K ﹤0.01%
+300
1043
$5K ﹤0.01%
59
1044
$5K ﹤0.01%
78
1045
$5K ﹤0.01%
241
1046
$5K ﹤0.01%
32
1047
$5K ﹤0.01%
100
-100
1048
$5K ﹤0.01%
39
1049
$5K ﹤0.01%
19
1050
$5K ﹤0.01%
200
40 41
42
43 44