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
451
$95K 0.02%
571
+86
452
$95K 0.02%
1,609
453
$95K 0.02%
2,712
-19,375
454
$93K 0.02%
3,387
-179
455
$93K 0.02%
1,202
456
$93K 0.02%
1,776
457
$92K 0.02%
6,827
458
$90K 0.02%
2,250
459
$90K 0.02%
4,500
+500
460
$90K 0.02%
58
461
$90K 0.02%
525
+2
462
$88K 0.02%
2,599
-216
463
$87K 0.02%
729
464
$86K 0.01%
1,895
+157
465
$86K 0.01%
552
+117
466
$85K 0.01%
454
467
$85K 0.01%
1,400
+1,125
468
$85K 0.01%
688
469
$84K 0.01%
812
+103
470
$84K 0.01%
4,089
+450
471
$84K 0.01%
3,500
+1,700
472
$83K 0.01%
537
+50
473
$83K 0.01%
2,083
474
$83K 0.01%
5,195
475
$83K 0.01%
444
17 18
19
20 21