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
551
$61K 0.01%
1,009
-2,144
552
$61K 0.01%
15
-3
553
$60K 0.01%
651
554
$60K 0.01%
364
-60
555
$60K 0.01%
417
556
$60K 0.01%
850
+400
557
$59K 0.01%
169
558
$59K 0.01%
2,500
559
$59K 0.01%
2,389
560
$58K 0.01%
1,018
561
$58K 0.01%
1,752
562
$58K 0.01%
860
-74
563
$58K 0.01%
550
564
$58K 0.01%
680
+401
565
$58K 0.01%
1,269
-1,733
566
$58K 0.01%
1,097
+1,031
567
$58K 0.01%
699
568
$57K 0.01%
499
+287
569
$57K 0.01%
2,000
570
$57K 0.01%
360
571
$57K 0.01%
948
572
$56K 0.01%
775
573
$56K 0.01%
1,308
574
$56K 0.01%
400
575
$56K 0.01%
2,200
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