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
951
$13K ﹤0.01%
300
952
$13K ﹤0.01%
161
+75
953
$13K ﹤0.01%
121
+81
954
$13K ﹤0.01%
181
-482
955
$13K ﹤0.01%
63
956
$13K ﹤0.01%
234
957
$13K ﹤0.01%
400
-250
958
$13K ﹤0.01%
171
+145
959
$13K ﹤0.01%
308
960
$13K ﹤0.01%
106
-53
961
$13K ﹤0.01%
+201
962
$13K ﹤0.01%
131
963
$13K ﹤0.01%
+250
964
$13K ﹤0.01%
176
965
$13K ﹤0.01%
183
966
$13K ﹤0.01%
+706
967
$13K ﹤0.01%
1,195
968
$13K ﹤0.01%
323
969
$13K ﹤0.01%
424
970
$13K ﹤0.01%
96
-1,277
971
$12K ﹤0.01%
725
972
$12K ﹤0.01%
200
-50
973
$12K ﹤0.01%
50
974
$12K ﹤0.01%
296
975
$12K ﹤0.01%
62
37 38
39
40 41