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
351
$153K 0.03%
1,740
+630
352
$153K 0.03%
14,399
+277
353
$152K 0.03%
476
354
$151K 0.03%
1,192
-16
355
$150K 0.03%
1,655
356
$150K 0.03%
14,006
+232
357
$149K 0.03%
2,390
+1,179
358
$149K 0.03%
886
-14
359
$149K 0.03%
+24,397
360
$149K 0.03%
2,950
-86
361
$148K 0.03%
+1,076
362
$148K 0.03%
1,858
+893
363
$148K 0.03%
13,967
+4,875
364
$148K 0.03%
2,026
+600
365
$147K 0.03%
1,815
+2
366
$146K 0.03%
777
367
$146K 0.03%
1,712
+1
368
$145K 0.03%
8,900
369
$145K 0.03%
1,607
+1,306
370
$144K 0.03%
4,460
+33
371
$144K 0.03%
1,749
+726
372
$143K 0.02%
8,267
+119
373
$143K 0.02%
1,092
-334
374
$143K 0.02%
4,060
-10
375
$143K 0.02%
1,400
+74
13 14
15
16 17