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
1226
$4K ﹤0.01%
110
+1
1227
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72
1228
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16
1229
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+100
1230
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709
1231
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200
1232
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77
1233
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34
+15
1234
$4K ﹤0.01%
39
1235
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23
1236
$4K ﹤0.01%
105
+15
1237
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39
+4
1238
$4K ﹤0.01%
12
1239
$4K ﹤0.01%
22
1240
$4K ﹤0.01%
+72
1241
$4K ﹤0.01%
80
1242
$4K ﹤0.01%
15
1243
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+43
1244
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50
1245
$4K ﹤0.01%
16
1246
$4K ﹤0.01%
+200
1247
$4K ﹤0.01%
+25
1248
$4K ﹤0.01%
100
1249
$4K ﹤0.01%
109
1250
$3K ﹤0.01%
145
48 49
50
51 52