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
76
$1.62M 0.28%
5,401
-3,222
77
$1.62M 0.28%
15,015
+3,537
78
$1.55M 0.27%
19,133
+4,006
79
$1.54M 0.27%
11,588
-3,968
80
$1.47M 0.26%
9,463
+3,113
81
$1.43M 0.25%
28,477
+2,487
82
$1.4M 0.24%
14,580
+616
83
$1.37M 0.24%
17,605
+310
84
$1.36M 0.24%
24,705
+2,979
85
$1.32M 0.23%
11,259
-1,147
86
$1.31M 0.23%
12,135
+1,132
87
$1.3M 0.23%
17,087
-1,432
88
$1.3M 0.23%
5,754
-162
89
$1.29M 0.22%
3,011
+187
90
$1.29M 0.22%
+7,137
91
$1.29M 0.22%
8,820
92
$1.29M 0.22%
23,934
+4,747
93
$1.29M 0.22%
70,464
+20,896
94
$1.27M 0.22%
63,480
-760
95
$1.26M 0.22%
10,187
-5,172
96
$1.2M 0.21%
11,880
+482
97
$1.19M 0.21%
9,480
+180
98
$1.19M 0.21%
10,494
+5,334
99
$1.18M 0.2%
7,621
-100
100
$1.17M 0.2%
8,464
+8
2 3
4
5 6