CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$9.86M
2
+$8.99M
3
+$8.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.85M

Top Sells

1
+$8.96M
2
+$7.42M
3
+$6.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.04M

Sector Composition

1 Technology 4.99%
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
1101
$7K ﹤0.01%
268
1102
$7K ﹤0.01%
21
1103
$7K ﹤0.01%
113
1104
$7K ﹤0.01%
96
1105
$7K ﹤0.01%
+500
1106
$7K ﹤0.01%
100
1107
$7K ﹤0.01%
11
1108
$7K ﹤0.01%
431
1109
$7K ﹤0.01%
500
1110
$6K ﹤0.01%
230
1111
$6K ﹤0.01%
+350
1112
$6K ﹤0.01%
7
1113
$6K ﹤0.01%
102
1114
$6K ﹤0.01%
35
-286
1115
$6K ﹤0.01%
+35
1116
$6K ﹤0.01%
14
1117
$6K ﹤0.01%
69
1118
$6K ﹤0.01%
52
1119
$6K ﹤0.01%
1,699
1120
$6K ﹤0.01%
100
1121
$6K ﹤0.01%
89
1122
$6K ﹤0.01%
177
1123
$6K ﹤0.01%
500
1124
$6K ﹤0.01%
+20
1125
$6K ﹤0.01%
65
+2
43 44
45
46 47