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
1226
$4K ﹤0.01%
54
1227
$4K ﹤0.01%
104
-2
1228
$4K ﹤0.01%
603
1229
$4K ﹤0.01%
95
1230
$4K ﹤0.01%
86
1231
$4K ﹤0.01%
60
1232
$4K ﹤0.01%
576
1233
$4K ﹤0.01%
100
1234
$4K ﹤0.01%
52
1235
$4K ﹤0.01%
111
-300
1236
$4K ﹤0.01%
127
-62
1237
$4K ﹤0.01%
61
1238
$4K ﹤0.01%
29
1239
$4K ﹤0.01%
+24
1240
$4K ﹤0.01%
14
1241
$4K ﹤0.01%
294
-4
1242
$4K ﹤0.01%
+43
1243
$4K ﹤0.01%
34
1244
$4K ﹤0.01%
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%
2,000
48 49
50
51 52