CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
851
$20K ﹤0.01%
+362
852
$20K ﹤0.01%
136
853
$20K ﹤0.01%
246
854
$20K ﹤0.01%
+600
855
$20K ﹤0.01%
302
-398
856
$20K ﹤0.01%
541
857
$20K ﹤0.01%
+494
858
$20K ﹤0.01%
152
859
$20K ﹤0.01%
444
860
$20K ﹤0.01%
1,118
+450
861
$20K ﹤0.01%
456
862
$20K ﹤0.01%
165
+13
863
$20K ﹤0.01%
126
864
$19K ﹤0.01%
218
865
$19K ﹤0.01%
+416
866
$19K ﹤0.01%
623
+233
867
$19K ﹤0.01%
111
+95
868
$19K ﹤0.01%
828
-725
869
$19K ﹤0.01%
363
+2
870
$19K ﹤0.01%
800
871
$19K ﹤0.01%
119
872
$19K ﹤0.01%
485
873
$19K ﹤0.01%
215
+176
874
$19K ﹤0.01%
739
+633
875
$19K ﹤0.01%
390
33 34
35
36 37