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
1251
$3K ﹤0.01%
+58
1252
$3K ﹤0.01%
11
1253
$3K ﹤0.01%
+400
1254
$3K ﹤0.01%
115
+2
1255
$3K ﹤0.01%
15
1256
$3K ﹤0.01%
64
1257
$3K ﹤0.01%
65
1258
$3K ﹤0.01%
50
1259
$3K ﹤0.01%
6
1260
$3K ﹤0.01%
+50
1261
$3K ﹤0.01%
74
1262
$3K ﹤0.01%
+57
1263
$3K ﹤0.01%
91
1264
$3K ﹤0.01%
50
1265
$3K ﹤0.01%
71
1266
$3K ﹤0.01%
2,000
1267
$3K ﹤0.01%
23
1268
$3K ﹤0.01%
59
1269
$3K ﹤0.01%
71
1270
$3K ﹤0.01%
20
1271
$3K ﹤0.01%
14
1272
$3K ﹤0.01%
14
1273
$3K ﹤0.01%
155
1274
$3K ﹤0.01%
26
1275
$3K ﹤0.01%
29
49 50
51
52 53