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
26
$5.17M 0.9%
18,016
-331
27
$4.98M 0.86%
26,417
+608
28
$4.88M 0.85%
48,723
-11,518
29
$4.77M 0.83%
55,720
-3,886
30
$4.67M 0.81%
156,389
+25,152
31
$4.44M 0.77%
160,083
+7,838
32
$4.15M 0.72%
+56,633
33
$4.03M 0.7%
74,260
+2,955
34
$3.75M 0.65%
10,589
+622
35
$3.54M 0.61%
79,795
+4,043
36
$3.32M 0.58%
7,747
+829
37
$3.3M 0.57%
59,625
+9,254
38
$3.19M 0.55%
+207,032
39
$3.19M 0.55%
66,605
-845
40
$3.11M 0.54%
116,773
+27,908
41
$3.05M 0.53%
58,913
+6,659
42
$2.92M 0.51%
12,640
+749
43
$2.92M 0.51%
80,346
-3,555
44
$2.82M 0.49%
44,582
+8,390
45
$2.76M 0.48%
9,522
-875
46
$2.71M 0.47%
48,828
+1,569
47
$2.7M 0.47%
125,649
+92,887
48
$2.67M 0.46%
27,062
+4,869
49
$2.62M 0.45%
34,992
+6,783
50
$2.61M 0.45%
7,543
+1,061
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