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
701
$35K 0.01%
1,897
+414
702
$35K 0.01%
2,576
+1,875
703
$35K 0.01%
+1,400
704
$34K 0.01%
703
705
$34K 0.01%
+1,545
706
$34K 0.01%
943
+133
707
$34K 0.01%
400
708
$34K 0.01%
1,112
709
$33K 0.01%
361
+225
710
$33K 0.01%
+1,175
711
$33K 0.01%
+390
712
$33K 0.01%
851
713
$33K 0.01%
256
-48
714
$33K 0.01%
216
715
$33K 0.01%
900
716
$32K 0.01%
382
-200
717
$32K 0.01%
814
718
$32K 0.01%
500
719
$32K 0.01%
466
720
$32K 0.01%
580
721
$32K 0.01%
+3,930
722
$32K 0.01%
1,037
+275
723
$32K 0.01%
356
724
$32K 0.01%
437
-110
725
$32K 0.01%
340
-200
27 28
29
30 31