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
926
$15K ﹤0.01%
1,800
927
$15K ﹤0.01%
466
928
$15K ﹤0.01%
1,700
929
$15K ﹤0.01%
105
930
$15K ﹤0.01%
30
931
$15K ﹤0.01%
318
932
$15K ﹤0.01%
+1,025
933
$15K ﹤0.01%
+30
934
$15K ﹤0.01%
197
+142
935
$15K ﹤0.01%
536
+450
936
$15K ﹤0.01%
620
937
$15K ﹤0.01%
+480
938
$15K ﹤0.01%
+567
939
$15K ﹤0.01%
232
940
$15K ﹤0.01%
548
941
$15K ﹤0.01%
1,110
942
$15K ﹤0.01%
224
-300
943
$14K ﹤0.01%
+193
944
$14K ﹤0.01%
218
945
$14K ﹤0.01%
269
946
$14K ﹤0.01%
104
947
$14K ﹤0.01%
334
948
$14K ﹤0.01%
25
949
$14K ﹤0.01%
30
950
$14K ﹤0.01%
154
36 37
38
39 40