We are live on ! Find out more
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
1376
– –
-3
1377
– –
-25
1378
– –
-4
1379
– –
-10
1380
– –
0
1381
$0 ﹤0.01%
+15
1382
– –
-180
1383
– –
0
1384
– –
0
1385
$0 ﹤0.01%
3
1386
$0 ﹤0.01%
304
1387
– –
-211
1388
– –
-20
1389
– –
-3
1390
– –
-1
1391
– –
-1,000
1392
– –
-2
1393
– –
-44
1394
– –
-125
1395
– –
-702
1396
– –
-708
1397
– –
-6
1398
$0 ﹤0.01%
3
-8
1399
– –
-2
1400
$0 ﹤0.01%
3
53 54 55
56
57