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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$9.86M
2
+$8.99M
3
+$8.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.85M

Top Sells

1
+$8.96M
2
+$7.42M
3
+$6.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.04M

Sector Composition

1 Technology 4.99%
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%
390
877
$19K ﹤0.01%
193
878
$19K ﹤0.01%
565
879
$19K ﹤0.01%
+225
880
$19K ﹤0.01%
+350
881
$19K ﹤0.01%
640
-800
882
$18K ﹤0.01%
719
+27
883
$18K ﹤0.01%
+1,800
884
$18K ﹤0.01%
1,000
885
$18K ﹤0.01%
497
886
$18K ﹤0.01%
+500
887
$18K ﹤0.01%
842
888
$18K ﹤0.01%
100
889
$18K ﹤0.01%
150
+125
890
$18K ﹤0.01%
185
891
$18K ﹤0.01%
1,425
+1,273
892
$18K ﹤0.01%
132
+1
893
$18K ﹤0.01%
1,207
894
$18K ﹤0.01%
267
895
$18K ﹤0.01%
422
896
$17K ﹤0.01%
600
897
$17K ﹤0.01%
1,862
898
$17K ﹤0.01%
200
899
$17K ﹤0.01%
384
+143
900
$17K ﹤0.01%
200
34 35
36
37 38