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
1101
$7K ﹤0.01%
43
1102
$7K ﹤0.01%
94
1103
$7K ﹤0.01%
+50
1104
$7K ﹤0.01%
396
1105
$7K ﹤0.01%
109
+25
1106
$7K ﹤0.01%
5
1107
$7K ﹤0.01%
104
1108
$7K ﹤0.01%
32
1109
$7K ﹤0.01%
124
1110
$6K ﹤0.01%
65
+2
1111
$6K ﹤0.01%
59
1112
$6K ﹤0.01%
133
1113
$6K ﹤0.01%
241
1114
$6K ﹤0.01%
80
1115
$6K ﹤0.01%
50
-50
1116
$6K ﹤0.01%
32
1117
$6K ﹤0.01%
20
1118
$6K ﹤0.01%
167
1119
$6K ﹤0.01%
28
+20
1120
$6K ﹤0.01%
+100
1121
$6K ﹤0.01%
164
1122
$6K ﹤0.01%
230
1123
$6K ﹤0.01%
+125
1124
$6K ﹤0.01%
213
+132
1125
$6K ﹤0.01%
+275
43 44
45
46 47