We are live on ! Find out more
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 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
1126
$6K ﹤0.01%
100
1127
$6K ﹤0.01%
+125
1128
$6K ﹤0.01%
213
+132
1129
$6K ﹤0.01%
111
1130
$6K ﹤0.01%
295
1131
$6K ﹤0.01%
167
1132
$6K ﹤0.01%
28
+20
1133
$6K ﹤0.01%
+100
1134
$6K ﹤0.01%
164
1135
$6K ﹤0.01%
230
1136
$6K ﹤0.01%
+350
1137
$6K ﹤0.01%
7
1138
$6K ﹤0.01%
102
1139
$6K ﹤0.01%
35
-286
1140
$6K ﹤0.01%
+35
1141
$6K ﹤0.01%
14
1142
$6K ﹤0.01%
69
1143
$6K ﹤0.01%
52
1144
$6K ﹤0.01%
1,699
1145
$6K ﹤0.01%
100
1146
$6K ﹤0.01%
404
1147
$6K ﹤0.01%
89
1148
$6K ﹤0.01%
177
1149
$6K ﹤0.01%
500
1150
$6K ﹤0.01%
+275