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 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
1176
$5K ﹤0.01%
+44
1177
$5K ﹤0.01%
66
1178
$5K ﹤0.01%
+145
1179
$5K ﹤0.01%
49
-75
1180
$5K ﹤0.01%
97
1181
$5K ﹤0.01%
+86
1182
$5K ﹤0.01%
312
-2,222
1183
$5K ﹤0.01%
44
+25
1184
$5K ﹤0.01%
+125
1185
$5K ﹤0.01%
260
1186
$5K ﹤0.01%
40
1187
$5K ﹤0.01%
110
1188
$5K ﹤0.01%
+500
1189
$5K ﹤0.01%
33
1190
$5K ﹤0.01%
52
1191
$4K ﹤0.01%
115
1192
$4K ﹤0.01%
152
-389
1193
$4K ﹤0.01%
+50
1194
$4K ﹤0.01%
32
1195
$4K ﹤0.01%
200
1196
$4K ﹤0.01%
28
1197
$4K ﹤0.01%
49
1198
$4K ﹤0.01%
300
1199
$4K ﹤0.01%
67
1200
$4K ﹤0.01%
10
46 47
48
49 50