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
401
$123K 0.02%
2,216
+35
402
$123K 0.02%
3,600
-1,220
403
$122K 0.02%
222
-7
404
$122K 0.02%
1,111
405
$122K 0.02%
1,011
+37
406
$121K 0.02%
1,648
407
$121K 0.02%
1,866
+1
408
$120K 0.02%
3,133
+1
409
$120K 0.02%
13,009
-1,947
410
$119K 0.02%
1,963
+133
411
$118K 0.02%
983
+971
412
$117K 0.02%
957
+1
413
$116K 0.02%
1,937
-201
414
$116K 0.02%
98
415
$115K 0.02%
2,516
+416
416
$115K 0.02%
263
-905
417
$115K 0.02%
298
418
$113K 0.02%
737
+158
419
$113K 0.02%
3,139
420
$112K 0.02%
1,020
+105
421
$111K 0.02%
3,276
+1,300
422
$111K 0.02%
1,800
423
$110K 0.02%
3,485
+644
424
$109K 0.02%
2,094
-14
425
$109K 0.02%
3,240
+28
15 16
17
18 19