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
426
$108K 0.02%
654
427
$108K 0.02%
1,554
+401
428
$108K 0.02%
565
429
$108K 0.02%
748
430
$107K 0.02%
1,844
431
$107K 0.02%
1,296
-250
432
$107K 0.02%
8,466
+624
433
$106K 0.02%
+2,262
434
$105K 0.02%
388
+122
435
$104K 0.02%
2,322
-21
436
$103K 0.02%
750
-110
437
$103K 0.02%
3,900
438
$103K 0.02%
433
439
$103K 0.02%
693
+36
440
$103K 0.02%
3,602
+713
441
$102K 0.02%
+146
442
$101K 0.02%
3,980
-390
443
$100K 0.02%
543
444
$99K 0.02%
882
445
$99K 0.02%
1,359
446
$99K 0.02%
2,672
-40
447
$97K 0.02%
643
448
$96K 0.02%
4,792
449
$95K 0.02%
325
450
$95K 0.02%
858
+5
16 17
18
19 20