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
51
$2.53M 0.44%
20,720
+160
52
$2.51M 0.44%
59,697
+48,404
53
$2.46M 0.43%
6,264
+20
54
$2.44M 0.42%
6,108
+336
55
$2.3M 0.4%
57,793
+1,183
56
$2.28M 0.4%
13,153
-461
57
$2.27M 0.39%
42,140
+13,725
58
$2.25M 0.39%
39,551
+241
59
$2.19M 0.38%
46,169
-2,110
60
$2.15M 0.37%
42,778
+467
61
$2.15M 0.37%
84,082
+22,360
62
$2.14M 0.37%
11,372
+70
63
$2.11M 0.37%
7,796
+666
64
$2.09M 0.36%
34,770
+192
65
$2.08M 0.36%
15,727
-416
66
$1.98M 0.34%
+37,998
67
$1.9M 0.33%
7,738
+215
68
$1.85M 0.32%
30,584
-370
69
$1.84M 0.32%
45,705
+1,494
70
$1.8M 0.31%
22,611
+2,140
71
$1.77M 0.31%
10,210
-1,136
72
$1.76M 0.31%
38,308
+11,072
73
$1.73M 0.3%
22,947
+934
74
$1.69M 0.29%
17,807
+1,194
75
$1.63M 0.28%
42,756
-262
1 2
3
4 5