CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1026
$10K ﹤0.01%
270
1027
$10K ﹤0.01%
+357
1028
$10K ﹤0.01%
347
1029
$10K ﹤0.01%
+362
1030
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150
1031
$10K ﹤0.01%
178
1032
$10K ﹤0.01%
150
1033
$10K ﹤0.01%
194
1034
$9K ﹤0.01%
30
1035
$9K ﹤0.01%
+153
1036
$9K ﹤0.01%
51
1037
$9K ﹤0.01%
332
-479
1038
$9K ﹤0.01%
100
1039
$9K ﹤0.01%
623
1040
$9K ﹤0.01%
380
1041
$9K ﹤0.01%
+500
1042
$9K ﹤0.01%
+375
1043
$9K ﹤0.01%
40
1044
$9K ﹤0.01%
+158
1045
$9K ﹤0.01%
211
1046
$9K ﹤0.01%
327
+165
1047
$9K ﹤0.01%
+200
1048
$9K ﹤0.01%
892
1049
$9K ﹤0.01%
250
1050
$9K ﹤0.01%
81
40 41
42
43 44