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
651
$42K 0.01%
704
-117
652
$42K 0.01%
1,390
+12
653
$42K 0.01%
1,530
+1,318
654
$42K 0.01%
545
-499
655
$42K 0.01%
178
-4
656
$42K 0.01%
650
657
$41K 0.01%
+2,134
658
$41K 0.01%
131
659
$41K 0.01%
996
660
$40K 0.01%
203
661
$40K 0.01%
+612
662
$40K 0.01%
538
+326
663
$40K 0.01%
+500
664
$40K 0.01%
834
+572
665
$40K 0.01%
3,229
666
$40K 0.01%
+1,150
667
$40K 0.01%
1,309
+2
668
$39K 0.01%
244
669
$39K 0.01%
1,500
670
$39K 0.01%
915
671
$39K 0.01%
113
+91
672
$39K 0.01%
1,625
673
$39K 0.01%
1,055
+61
674
$39K 0.01%
1,046
675
$39K 0.01%
+1,003
25 26
27
28 29