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
626
$46K 0.01%
90
-16
627
$46K 0.01%
1,661
628
$46K 0.01%
251
629
$45K 0.01%
561
+1
630
$45K 0.01%
361
+100
631
$45K 0.01%
980
632
$45K 0.01%
1,000
633
$45K 0.01%
91
634
$45K 0.01%
326
635
$45K 0.01%
85
636
$45K 0.01%
2,500
637
$44K 0.01%
180
+35
638
$44K 0.01%
3,055
639
$44K 0.01%
377
+131
640
$44K 0.01%
444
+101
641
$44K 0.01%
180
+30
642
$44K 0.01%
+1,909
643
$44K 0.01%
+648
644
$43K 0.01%
940
645
$43K 0.01%
2,238
-2,658
646
$43K 0.01%
4,060
647
$43K 0.01%
207
648
$43K 0.01%
2,070
649
$42K 0.01%
450
650
$42K 0.01%
+689
24 25
26
27 28