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
776
$27K ﹤0.01%
608
777
$27K ﹤0.01%
80
778
$27K ﹤0.01%
+1,800
779
$26K ﹤0.01%
2,363
780
$26K ﹤0.01%
89
+79
781
$26K ﹤0.01%
422
782
$26K ﹤0.01%
118
783
$26K ﹤0.01%
400
784
$26K ﹤0.01%
1,850
-5,104
785
$26K ﹤0.01%
500
786
$26K ﹤0.01%
+130
787
$26K ﹤0.01%
475
788
$25K ﹤0.01%
317
+2
789
$25K ﹤0.01%
365
-380
790
$25K ﹤0.01%
693
791
$25K ﹤0.01%
258
792
$25K ﹤0.01%
1,386
793
$25K ﹤0.01%
352
794
$25K ﹤0.01%
274
+1
795
$25K ﹤0.01%
580
796
$25K ﹤0.01%
271
797
$25K ﹤0.01%
69
798
$25K ﹤0.01%
1,000
799
$25K ﹤0.01%
556
+2
800
$24K ﹤0.01%
3,000
30 31
32
33 34