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
526
$67K 0.01%
+701
527
$67K 0.01%
2,076
528
$66K 0.01%
778
529
$66K 0.01%
186
+28
530
$66K 0.01%
775
+50
531
$66K 0.01%
1,005
+1,000
532
$66K 0.01%
+863
533
$66K 0.01%
1,960
534
$65K 0.01%
2,132
-555
535
$65K 0.01%
572
+150
536
$65K 0.01%
462
537
$64K 0.01%
830
-56
538
$64K 0.01%
885
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539
$64K 0.01%
701
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540
$64K 0.01%
559
541
$64K 0.01%
+1,724
542
$63K 0.01%
1,392
-68,302
543
$63K 0.01%
612
544
$62K 0.01%
400
545
$62K 0.01%
690
+50
546
$62K 0.01%
214
+100
547
$62K 0.01%
1,054
548
$62K 0.01%
199
549
$61K 0.01%
748
+358
550
$61K 0.01%
257
+19
20 21
22
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