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
951
$13K ﹤0.01%
96
-1,277
952
$13K ﹤0.01%
300
953
$13K ﹤0.01%
161
+75
954
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121
+81
955
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181
-482
956
$13K ﹤0.01%
63
957
$13K ﹤0.01%
234
958
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33
-21
959
$13K ﹤0.01%
342
+290
960
$13K ﹤0.01%
308
961
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106
-53
962
$13K ﹤0.01%
+201
963
$13K ﹤0.01%
131
964
$13K ﹤0.01%
+250
965
$13K ﹤0.01%
176
966
$13K ﹤0.01%
183
967
$13K ﹤0.01%
+706
968
$13K ﹤0.01%
1,195
969
$13K ﹤0.01%
323
970
$13K ﹤0.01%
424
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