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
1076
$8K ﹤0.01%
146
1077
$7K ﹤0.01%
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1078
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1079
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1080
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1081
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1082
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68
+40
1083
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1084
$7K ﹤0.01%
+150
1085
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75
1086
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464
1087
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$7K ﹤0.01%
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1089
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+50
1090
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396
1091
$7K ﹤0.01%
109
+25
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$7K ﹤0.01%
5
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$7K ﹤0.01%
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1095
$7K ﹤0.01%
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1096
$7K ﹤0.01%
89
1097
$7K ﹤0.01%
290
+1
1098
$7K ﹤0.01%
100
1099
$7K ﹤0.01%
268
1100
$7K ﹤0.01%
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