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 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
1026
$10K ﹤0.01%
270
1027
$10K ﹤0.01%
+357
1028
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1029
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1030
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1031
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1032
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1033
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1034
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105
1035
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30
1036
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+153
1037
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51
1038
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332
-479
1039
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100
1040
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623
1041
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380
1042
$9K ﹤0.01%
+500
1043
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+375
1044
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40
1045
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+158
1046
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1,000
1047
$9K ﹤0.01%
92
1048
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988
1049
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315
-150
1050
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30