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
801
$24K ﹤0.01%
786
+300
802
$24K ﹤0.01%
798
+313
803
$24K ﹤0.01%
396
804
$24K ﹤0.01%
599
805
$24K ﹤0.01%
597
806
$24K ﹤0.01%
419
807
$24K ﹤0.01%
+321
808
$24K ﹤0.01%
402
809
$23K ﹤0.01%
450
810
$23K ﹤0.01%
12
811
$23K ﹤0.01%
176
+137
812
$23K ﹤0.01%
49
813
$23K ﹤0.01%
967
814
$23K ﹤0.01%
88
815
$23K ﹤0.01%
506
+88
816
$23K ﹤0.01%
45
+20
817
$23K ﹤0.01%
600
818
$23K ﹤0.01%
248
819
$23K ﹤0.01%
105
820
$22K ﹤0.01%
247
821
$22K ﹤0.01%
807
+202
822
$22K ﹤0.01%
604
+176
823
$22K ﹤0.01%
192
824
$22K ﹤0.01%
49
825
$22K ﹤0.01%
934
-29
31 32
33
34 35