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
276
$216K 0.04%
5,529
+547
277
$215K 0.04%
12,487
-2,903
278
$214K 0.04%
5,829
+624
279
$214K 0.04%
1,701
+421
280
$212K 0.04%
362
+19
281
$212K 0.04%
3,336
-1,242
282
$211K 0.04%
1,242
+125
283
$208K 0.04%
500
284
$207K 0.04%
1,537
-8
285
$207K 0.04%
6,409
-2,105
286
$206K 0.04%
1,194
-2,116
287
$204K 0.04%
917
-38
288
$203K 0.04%
1,449
+109
289
$202K 0.04%
5,116
-139
290
$199K 0.03%
2,944
291
$199K 0.03%
665
+91
292
$199K 0.03%
5,206
+522
293
$197K 0.03%
1,695
+284
294
$197K 0.03%
1,029
295
$197K 0.03%
2,294
-1,011
296
$196K 0.03%
1,331
-86
297
$195K 0.03%
1,501
+286
298
$195K 0.03%
4,140
-435
299
$195K 0.03%
3,511
+126
300
$194K 0.03%
3,655
+715
10 11
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