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
601
$51K 0.01%
263
602
$50K 0.01%
1,931
+110
603
$50K 0.01%
585
604
$50K 0.01%
931
+31
605
$49K 0.01%
+897
606
$49K 0.01%
727
607
$49K 0.01%
756
+433
608
$49K 0.01%
1,896
+1,110
609
$49K 0.01%
780
-962
610
$49K 0.01%
1,039
611
$48K 0.01%
1,500
612
$48K 0.01%
1,848
613
$48K 0.01%
8,550
-1,500
614
$47K 0.01%
2,180
+450
615
$47K 0.01%
1,565
+6
616
$47K 0.01%
542
+500
617
$47K 0.01%
+1,842
618
$47K 0.01%
897
619
$47K 0.01%
708
620
$47K 0.01%
1,524
+1,305
621
$47K 0.01%
283
+100
622
$47K 0.01%
1,326
623
$46K 0.01%
1,789
-3,204
624
$46K 0.01%
900
625
$46K 0.01%
550
23 24
25
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