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
326
$168K 0.03%
1,485
+375
327
$168K 0.03%
1,264
-884
328
$167K 0.03%
1,682
329
$166K 0.03%
2,908
+1,046
330
$165K 0.03%
3,178
+281
331
$163K 0.03%
3,420
-14,750
332
$163K 0.03%
1,456
-15
333
$163K 0.03%
6,728
+1,200
334
$163K 0.03%
2,646
-2,698
335
$163K 0.03%
7,002
-381
336
$162K 0.03%
14,145
+2,540
337
$160K 0.03%
2,476
+29
338
$159K 0.03%
1,213
-17
339
$159K 0.03%
6,034
+186
340
$157K 0.03%
3,871
-44
341
$157K 0.03%
2,784
+4
342
$156K 0.03%
423
343
$156K 0.03%
2,323
-136
344
$156K 0.03%
1,234
+43
345
$155K 0.03%
2,653
-400
346
$155K 0.03%
1,405
-1,300
347
$154K 0.03%
3,025
+1,528
348
$154K 0.03%
407
+30
349
$154K 0.03%
4,090
+537
350
$153K 0.03%
6,015
-474
12 13
14
15 16