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
826
$22K ﹤0.01%
+100
827
$22K ﹤0.01%
218
828
$22K ﹤0.01%
443
-43
829
$22K ﹤0.01%
500
830
$22K ﹤0.01%
702
831
$22K ﹤0.01%
800
832
$22K ﹤0.01%
272
+156
833
$22K ﹤0.01%
128
834
$22K ﹤0.01%
640
-199
835
$21K ﹤0.01%
441
+2
836
$21K ﹤0.01%
572
837
$21K ﹤0.01%
88
838
$21K ﹤0.01%
401
-200
839
$21K ﹤0.01%
203
840
$21K ﹤0.01%
204
841
$21K ﹤0.01%
262
842
$21K ﹤0.01%
757
-8,321
843
$21K ﹤0.01%
311
-97
844
$21K ﹤0.01%
+300
845
$21K ﹤0.01%
172
846
$21K ﹤0.01%
850
847
$21K ﹤0.01%
919
848
$20K ﹤0.01%
+200
849
$20K ﹤0.01%
647
850
$20K ﹤0.01%
+362
32 33
34
35 36