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
576
$56K 0.01%
+2,703
577
$55K 0.01%
1,368
578
$55K 0.01%
86
579
$55K 0.01%
653
-676
580
$55K 0.01%
704
581
$55K 0.01%
120
-30
582
$55K 0.01%
6,483
-1,364
583
$54K 0.01%
557
584
$54K 0.01%
3,665
-12,768
585
$54K 0.01%
144
586
$54K 0.01%
1,000
587
$54K 0.01%
635
588
$54K 0.01%
2,760
+2,296
589
$54K 0.01%
+602
590
$54K 0.01%
2,000
591
$53K 0.01%
1,456
592
$53K 0.01%
1,419
593
$53K 0.01%
2,030
-105
594
$52K 0.01%
255
-20
595
$52K 0.01%
617
596
$52K 0.01%
325
+64
597
$52K 0.01%
693
598
$52K 0.01%
+519
599
$51K 0.01%
716
600
$51K 0.01%
2,195
-377
22 23
24
25 26