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
251
$276K 0.05%
12,286
+1,975
252
$274K 0.05%
9,582
+2,105
253
$273K 0.05%
32,507
-1,647
254
$272K 0.05%
3,446
+1,137
255
$270K 0.05%
3,695
+84
256
$269K 0.05%
2,622
+41
257
$266K 0.05%
2,827
+242
258
$263K 0.05%
4,940
+950
259
$260K 0.05%
4,654
+103
260
$257K 0.04%
7,070
+1,155
261
$257K 0.04%
1,040
+243
262
$252K 0.04%
1,097
+134
263
$243K 0.04%
6,954
+1,466
264
$243K 0.04%
2,504
+61
265
$243K 0.04%
1,237
266
$242K 0.04%
458
+29
267
$240K 0.04%
1,464
+1
268
$239K 0.04%
7,314
-786
269
$239K 0.04%
7,397
+1,506
270
$237K 0.04%
2,010
-1,339
271
$226K 0.04%
965
+26
272
$221K 0.04%
3,490
+274
273
$219K 0.04%
810
+33
274
$219K 0.04%
903
275
$219K 0.04%
7,702
-75,900
9 10
11
12 13