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
1051
$9K ﹤0.01%
297
1052
$9K ﹤0.01%
211
1053
$9K ﹤0.01%
327
+165
1054
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+200
1055
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892
1056
$9K ﹤0.01%
250
1057
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81
1058
$9K ﹤0.01%
450
1059
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1060
$8K ﹤0.01%
+900
1061
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+167
1062
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102
1063
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121
1064
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233
-125
1065
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+120
1066
$8K ﹤0.01%
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1067
$8K ﹤0.01%
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1068
$8K ﹤0.01%
250
1069
$8K ﹤0.01%
33
1070
$8K ﹤0.01%
+400
1071
$8K ﹤0.01%
+65
1072
$8K ﹤0.01%
+90
1073
$8K ﹤0.01%
403
+1
1074
$8K ﹤0.01%
+75
1075
$8K ﹤0.01%
+219