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
1226
$2K ﹤0.01%
+18
1227
$2K ﹤0.01%
26
1228
$2K ﹤0.01%
40
1229
$2K ﹤0.01%
30
1230
$2K ﹤0.01%
152
+1
1231
$2K ﹤0.01%
19
-911
1232
$2K ﹤0.01%
19
-983
1233
$2K ﹤0.01%
37
1234
$2K ﹤0.01%
33
1235
$2K ﹤0.01%
3
1236
$2K ﹤0.01%
34
1237
$2K ﹤0.01%
+140
1238
$2K ﹤0.01%
45
1239
$2K ﹤0.01%
+5
1240
$2K ﹤0.01%
+50
1241
$2K ﹤0.01%
86
1242
$2K ﹤0.01%
91
1243
$2K ﹤0.01%
62
1244
$1K ﹤0.01%
55
1245
$1K ﹤0.01%
52
1246
$1K ﹤0.01%
7
1247
$1K ﹤0.01%
+15
1248
$1K ﹤0.01%
+15
1249
$1K ﹤0.01%
53
1250
$1K ﹤0.01%
+10
48 49
50
51 52