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
376
$142K 0.02%
2,600
-365
377
$141K 0.02%
4,087
-77
378
$140K 0.02%
2,138
+392
379
$138K 0.02%
1,042
-299
380
$138K 0.02%
2,896
-27
381
$137K 0.02%
1,550
-348
382
$137K 0.02%
2,168
-2,763
383
$136K 0.02%
1,376
384
$136K 0.02%
444
385
$136K 0.02%
1,772
-75
386
$136K 0.02%
495
+138
387
$136K 0.02%
1,480
388
$135K 0.02%
2,508
+1,034
389
$134K 0.02%
1,395
+219
390
$134K 0.02%
8,359
+3,601
391
$132K 0.02%
867
+797
392
$132K 0.02%
676
+10
393
$129K 0.02%
1,491
+102
394
$129K 0.02%
473
+2
395
$127K 0.02%
1,353
+62
396
$127K 0.02%
+3,440
397
$126K 0.02%
813
+127
398
$126K 0.02%
6,000
+700
399
$125K 0.02%
932
+75
400
$123K 0.02%
1,429
14 15
16
17 18