CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.99M
3
+$8.21M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$4.05M

Top Sells

1
+$9.44M
2
+$7.47M
3
+$6.95M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.09M

Sector Composition

1 Technology 5%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$326K 0.06%
3,758
+19
227
$325K 0.06%
3,190
+67
228
$324K 0.06%
3,175
-283
229
$322K 0.06%
6,128
+327
230
$321K 0.06%
4,431
+1,118
231
$319K 0.06%
1,789
+1,025
232
$318K 0.06%
7,619
+1,004
233
$313K 0.05%
3,842
-185
234
$307K 0.05%
1,498
+4
235
$304K 0.05%
5,521
-307
236
$304K 0.05%
770
-7
237
$303K 0.05%
3,528
-106
238
$302K 0.05%
5,696
-31
239
$300K 0.05%
4,712
+583
240
$297K 0.05%
2,822
+2,435
241
$296K 0.05%
6,340
+1,104
242
$294K 0.05%
8,500
+4,513
243
$291K 0.05%
7,399
-139
244
$289K 0.05%
+3,727
245
$285K 0.05%
3,610
+786
246
$281K 0.05%
6,971
+2,642
247
$280K 0.05%
6,467
+1,299
248
$280K 0.05%
1,148
-15
249
$279K 0.05%
5,018
+114
250
$278K 0.05%
1,978
-2,837
8 9
10
11 12