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 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
726
$31K 0.01%
+1,650
727
$31K 0.01%
493
+205
728
$31K 0.01%
251
729
$31K 0.01%
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566
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$31K 0.01%
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732
$31K 0.01%
123
733
$31K 0.01%
800
734
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735
$31K 0.01%
514
736
$31K 0.01%
612
-2,900
737
$31K 0.01%
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738
$31K 0.01%
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$31K 0.01%
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$30K 0.01%
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742
$30K 0.01%
700
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$30K 0.01%
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$30K 0.01%
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$30K 0.01%
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747
$30K 0.01%
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$30K 0.01%
544
750
$30K 0.01%
+561