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
1201
$4K ﹤0.01%
48
1202
$4K ﹤0.01%
97
1203
$4K ﹤0.01%
400
1204
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1205
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80
1206
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1207
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1208
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+124
1209
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110
+1
1210
$4K ﹤0.01%
72
1211
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16
1212
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+100
1213
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709
1214
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200
1215
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77
1216
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34
+15
1217
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1218
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1219
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105
+15
1220
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39
+4
1221
$4K ﹤0.01%
12
1222
$4K ﹤0.01%
22
1223
$4K ﹤0.01%
+72
1224
$4K ﹤0.01%
80
1225
$4K ﹤0.01%
15