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
1126
$4K ﹤0.01%
162
1127
$4K ﹤0.01%
34
1128
$4K ﹤0.01%
+50
1129
$4K ﹤0.01%
16
1130
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404
-44
1131
$4K ﹤0.01%
+100
1132
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33
1133
$4K ﹤0.01%
109
-19
1134
$3K ﹤0.01%
23
1135
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59
+1
1136
$3K ﹤0.01%
71
1137
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20
1138
$3K ﹤0.01%
14
1139
$3K ﹤0.01%
200
1140
$3K ﹤0.01%
14
1141
$3K ﹤0.01%
155
1142
$3K ﹤0.01%
13
1143
$3K ﹤0.01%
28
1144
$3K ﹤0.01%
26
1145
$3K ﹤0.01%
+161
1146
$3K ﹤0.01%
29
1147
$3K ﹤0.01%
+24
1148
$3K ﹤0.01%
81
1149
$3K ﹤0.01%
+220
1150
$3K ﹤0.01%
31
44 45
46
47 48