CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
+$3.69M
2
+$3.51M
3
+$3.28M
4
QEFA icon
SPDR MSCI EAFE StrategicFactors ETF
QEFA
+$3.03M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$2.98M

Top Sells

1
+$11.9M
2
+$6.57M
3
+$4.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
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
1251
$1K ﹤0.01%
12
1252
$1K ﹤0.01%
60
1253
$1K ﹤0.01%
+5
1254
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1255
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50
1256
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1257
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1258
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1259
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1260
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1261
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1262
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7
1263
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31
1264
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135
1265
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+58
1266
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46
1267
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1,100
1268
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22
-347
1269
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1270
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60
1271
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99
-10
1272
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17
1273
$1K ﹤0.01%
8
+2
1274
$1K ﹤0.01%
+98
1275
$1K ﹤0.01%
17
49 50
51
52 53