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
476
$82K 0.01%
1,343
+907
477
$82K 0.01%
5,652
478
$82K 0.01%
430
479
$81K 0.01%
1,066
480
$81K 0.01%
129
481
$81K 0.01%
1,724
482
$81K 0.01%
2,013
483
$81K 0.01%
1,662
+4
484
$81K 0.01%
1,032
+1
485
$80K 0.01%
3,165
-55
486
$79K 0.01%
1,924
+62
487
$79K 0.01%
1,228
+2
488
$79K 0.01%
229
+177
489
$78K 0.01%
1,899
490
$78K 0.01%
19,473
+271
491
$78K 0.01%
368
492
$77K 0.01%
126
493
$77K 0.01%
2,000
494
$77K 0.01%
335
+29
495
$77K 0.01%
518
+420
496
$77K 0.01%
1,184
497
$77K 0.01%
1,479
+491
498
$77K 0.01%
531
+80
499
$76K 0.01%
1,350
500
$76K 0.01%
5,100
18 19
20
21 22