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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
1301
– –
-230
1302
$0 ﹤0.01%
10
1303
– –
-1
1304
$0 ﹤0.01%
3
1305
– –
-60
1306
– –
-49
1307
– –
-49
1308
– –
-9
1309
– –
-267
1310
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-35
1311
$0 ﹤0.01%
2
1312
– –
0
1313
– –
-2
1314
– –
0
1315
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-450
1316
– –
-25
1317
$0 ﹤0.01%
+4
1318
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-24
1319
$0 ﹤0.01%
11
1320
– –
-1,000
1321
– –
-33
1322
– –
-1,785
1323
– –
-1,129
1324
– –
-1
1325
– –
-2
51 52
53
54 55