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
1001
$11K ﹤0.01%
274
1002
$11K ﹤0.01%
133
1003
$11K ﹤0.01%
415
+363
1004
$11K ﹤0.01%
195
1005
$11K ﹤0.01%
550
-300
1006
$11K ﹤0.01%
650
1007
$11K ﹤0.01%
787
1008
$11K ﹤0.01%
+100
1009
$10K ﹤0.01%
216
1010
$10K ﹤0.01%
1,000
1011
$10K ﹤0.01%
138
1012
$10K ﹤0.01%
60
1013
$10K ﹤0.01%
+550
1014
$10K ﹤0.01%
300
1015
$10K ﹤0.01%
203
1016
$10K ﹤0.01%
+340
1017
$10K ﹤0.01%
150
-2,118
1018
$10K ﹤0.01%
430
+4
1019
$10K ﹤0.01%
+205
1020
$10K ﹤0.01%
287
1021
$10K ﹤0.01%
117
1022
$10K ﹤0.01%
301
1023
$10K ﹤0.01%
320
1024
$10K ﹤0.01%
271
1025
$10K ﹤0.01%
+455
39 40
41
42 43