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
101
$1.13M 0.2%
4,908
+1,300
102
$1.12M 0.19%
37,298
+6,349
103
$1.11M 0.19%
21,267
+1,378
104
$1.07M 0.19%
13,568
+968
105
$1.06M 0.18%
10,119
-260
106
$1.05M 0.18%
+30,341
107
$1.04M 0.18%
7,077
+485
108
$1.04M 0.18%
12,414
+89
109
$1.04M 0.18%
9,215
+582
110
$1.03M 0.18%
19,985
+6,518
111
$1.03M 0.18%
18,341
+2,344
112
$1.03M 0.18%
4,715
+190
113
$1M 0.17%
55,566
+12,824
114
$997K 0.17%
+19,587
115
$991K 0.17%
26,346
+325
116
$979K 0.17%
9,237
+567
117
$957K 0.17%
15,820
+1,520
118
$930K 0.16%
7,493
+784
119
$928K 0.16%
6,358
+5,910
120
$918K 0.16%
7,905
-874
121
$916K 0.16%
15,703
-3,594
122
$910K 0.16%
16,218
+2,408
123
$900K 0.16%
7,680
+2,301
124
$888K 0.15%
4,051
+361
125
$876K 0.15%
38,457
+9,243
3 4
5
6 7