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
501
$76K 0.01%
341
502
$76K 0.01%
1,645
503
$75K 0.01%
+1,623
504
$75K 0.01%
1,209
505
$75K 0.01%
3,513
+1,210
506
$74K 0.01%
+1,246
507
$74K 0.01%
1,793
+304
508
$73K 0.01%
890
+292
509
$73K 0.01%
2,823
+297
510
$73K 0.01%
2,627
+1,806
511
$73K 0.01%
+1,437
512
$72K 0.01%
1,068
+1,031
513
$72K 0.01%
172
+71
514
$72K 0.01%
893
+92
515
$71K 0.01%
350
516
$71K 0.01%
1,672
+325
517
$71K 0.01%
1,126
518
$71K 0.01%
490
-50
519
$69K 0.01%
379
520
$69K 0.01%
476
+99
521
$68K 0.01%
774
522
$68K 0.01%
1,500
523
$68K 0.01%
2,000
+300
524
$67K 0.01%
570
+25
525
$67K 0.01%
146
-21
19 20
21
22 23