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
901
$17K ﹤0.01%
350
902
$17K ﹤0.01%
350
-400
903
$17K ﹤0.01%
246
904
$17K ﹤0.01%
183
+1
905
$17K ﹤0.01%
141
906
$17K ﹤0.01%
600
907
$17K ﹤0.01%
507
908
$17K ﹤0.01%
219
909
$16K ﹤0.01%
100
910
$16K ﹤0.01%
+301
911
$16K ﹤0.01%
308
912
$16K ﹤0.01%
135
-34
913
$16K ﹤0.01%
308
914
$16K ﹤0.01%
112
915
$16K ﹤0.01%
44
+25
916
$16K ﹤0.01%
+350
917
$16K ﹤0.01%
579
+3
918
$16K ﹤0.01%
843
919
$16K ﹤0.01%
957
920
$16K ﹤0.01%
156
-191
921
$16K ﹤0.01%
+5,000
922
$16K ﹤0.01%
300
923
$16K ﹤0.01%
391
924
$15K ﹤0.01%
+567
925
$15K ﹤0.01%
232
35 36
37
38 39