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
876
$19K ﹤0.01%
193
877
$19K ﹤0.01%
565
878
$19K ﹤0.01%
+225
879
$19K ﹤0.01%
+750
880
$19K ﹤0.01%
+350
881
$19K ﹤0.01%
640
-800
882
$18K ﹤0.01%
497
883
$18K ﹤0.01%
+500
884
$18K ﹤0.01%
842
885
$18K ﹤0.01%
100
886
$18K ﹤0.01%
150
+125
887
$18K ﹤0.01%
185
888
$18K ﹤0.01%
422
889
$18K ﹤0.01%
719
+27
890
$18K ﹤0.01%
+1,800
891
$18K ﹤0.01%
1,000
892
$18K ﹤0.01%
1,425
+1,273
893
$18K ﹤0.01%
132
+1
894
$18K ﹤0.01%
1,207
895
$18K ﹤0.01%
300
896
$17K ﹤0.01%
1,862
897
$17K ﹤0.01%
200
898
$17K ﹤0.01%
384
+143
899
$17K ﹤0.01%
200
900
$17K ﹤0.01%
+550
34 35
36
37 38