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
1151
$6K ﹤0.01%
177
1152
$6K ﹤0.01%
500
1153
$6K ﹤0.01%
+20
1154
$5K ﹤0.01%
132
1155
$5K ﹤0.01%
+200
1156
$5K ﹤0.01%
144
1157
$5K ﹤0.01%
+197
1158
$5K ﹤0.01%
+58
1159
$5K ﹤0.01%
83
1160
$5K ﹤0.01%
59
1161
$5K ﹤0.01%
78
1162
$5K ﹤0.01%
41
1163
$5K ﹤0.01%
150
1164
$5K ﹤0.01%
130
1165
$5K ﹤0.01%
200
1166
$5K ﹤0.01%
78
+3
1167
$5K ﹤0.01%
+33
1168
$5K ﹤0.01%
25
1169
$5K ﹤0.01%
+200
1170
$5K ﹤0.01%
61
1171
$5K ﹤0.01%
95
1172
$5K ﹤0.01%
15
1173
$5K ﹤0.01%
175
1174
$5K ﹤0.01%
42
1175
$5K ﹤0.01%
67