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
1201
$4K ﹤0.01%
603
1202
$4K ﹤0.01%
95
1203
$4K ﹤0.01%
86
1204
$4K ﹤0.01%
60
1205
$4K ﹤0.01%
576
1206
$4K ﹤0.01%
100
1207
$4K ﹤0.01%
52
1208
$4K ﹤0.01%
111
-300
1209
$4K ﹤0.01%
127
-62
1210
$4K ﹤0.01%
61
1211
$4K ﹤0.01%
29
1212
$4K ﹤0.01%
+24
1213
$4K ﹤0.01%
14
1214
$4K ﹤0.01%
294
-4
1215
$4K ﹤0.01%
34
1216
$4K ﹤0.01%
67
1217
$4K ﹤0.01%
10
1218
$4K ﹤0.01%
48
1219
$4K ﹤0.01%
97
1220
$4K ﹤0.01%
400
1221
$4K ﹤0.01%
62
1222
$4K ﹤0.01%
80
1223
$4K ﹤0.01%
31
1224
$4K ﹤0.01%
26
1225
$4K ﹤0.01%
+124
47 48
49
50 51