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
976
$12K ﹤0.01%
200
977
$12K ﹤0.01%
279
+7
978
$12K ﹤0.01%
37
979
$12K ﹤0.01%
391
-50
980
$12K ﹤0.01%
317
981
$12K ﹤0.01%
+1,200
982
$12K ﹤0.01%
203
+1
983
$12K ﹤0.01%
88
984
$12K ﹤0.01%
+450
985
$12K ﹤0.01%
+500
986
$12K ﹤0.01%
892
987
$12K ﹤0.01%
45
988
$12K ﹤0.01%
60
989
$12K ﹤0.01%
+250
990
$11K ﹤0.01%
185
991
$11K ﹤0.01%
136
992
$11K ﹤0.01%
189
993
$11K ﹤0.01%
255
-265
994
$11K ﹤0.01%
365
995
$11K ﹤0.01%
700
996
$11K ﹤0.01%
162
997
$11K ﹤0.01%
197
-206
998
$11K ﹤0.01%
+450
999
$11K ﹤0.01%
283
-247
1000
$11K ﹤0.01%
210
38 39
40
41 42