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
301
$193K 0.03%
3,195
-1,394
302
$193K 0.03%
699
303
$192K 0.03%
4,020
304
$191K 0.03%
501
305
$190K 0.03%
1,337
+259
306
$190K 0.03%
3,642
+195
307
$190K 0.03%
7,228
-29,736
308
$189K 0.03%
5,895
+12
309
$189K 0.03%
4,177
+748
310
$188K 0.03%
749
-3
311
$186K 0.03%
4,237
-381
312
$185K 0.03%
950
-214
313
$185K 0.03%
2,727
+420
314
$180K 0.03%
17,439
-1,400
315
$180K 0.03%
261
316
$179K 0.03%
1,252
+170
317
$179K 0.03%
5,449
+601
318
$179K 0.03%
3,953
-82
319
$176K 0.03%
8,500
320
$172K 0.03%
2,486
+192
321
$172K 0.03%
9,505
+5,625
322
$171K 0.03%
2,559
+5
323
$170K 0.03%
4,758
+1,447
324
$169K 0.03%
2,450
+128
325
$168K 0.03%
3,935
11 12
13
14 15