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
1101
$7K ﹤0.01%
113
1102
$7K ﹤0.01%
96
1103
$7K ﹤0.01%
+500
1104
$7K ﹤0.01%
100
1105
$7K ﹤0.01%
11
1106
$7K ﹤0.01%
130
1107
$7K ﹤0.01%
92
1108
$7K ﹤0.01%
431
1109
$7K ﹤0.01%
500
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%
+125
1119
$6K ﹤0.01%
213
+132
1120
$6K ﹤0.01%
+275
1121
$6K ﹤0.01%
19
1122
$6K ﹤0.01%
196
1123
$6K ﹤0.01%
199
1124
$6K ﹤0.01%
116
1125
$6K ﹤0.01%
62