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
751
$30K 0.01%
225
752
$30K 0.01%
250
753
$30K 0.01%
150
+50
754
$30K 0.01%
74
755
$30K 0.01%
147
756
$30K 0.01%
+1,500
757
$30K 0.01%
594
758
$30K 0.01%
114
759
$29K 0.01%
407
760
$29K 0.01%
+485
761
$29K 0.01%
+699
762
$29K 0.01%
547
763
$29K 0.01%
465
-2
764
$29K 0.01%
850
765
$29K 0.01%
462
-89
766
$29K 0.01%
+605
767
$29K 0.01%
193
768
$28K ﹤0.01%
472
769
$28K ﹤0.01%
284
-10
770
$28K ﹤0.01%
145
771
$28K ﹤0.01%
257
772
$28K ﹤0.01%
1,500
773
$28K ﹤0.01%
225
774
$27K ﹤0.01%
34
775
$27K ﹤0.01%
1,010
29 30
31
32 33