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
1276
$3K ﹤0.01%
75
1277
$3K ﹤0.01%
22
1278
$3K ﹤0.01%
38
1279
$3K ﹤0.01%
11
1280
$3K ﹤0.01%
24
1281
$3K ﹤0.01%
57
1282
$3K ﹤0.01%
150
1283
$3K ﹤0.01%
533
1284
$3K ﹤0.01%
13
1285
$3K ﹤0.01%
+400
1286
$3K ﹤0.01%
115
+2
1287
$3K ﹤0.01%
15
1288
$3K ﹤0.01%
64
1289
$3K ﹤0.01%
65
1290
$3K ﹤0.01%
50
1291
$3K ﹤0.01%
6
1292
$3K ﹤0.01%
+50
1293
$3K ﹤0.01%
74
1294
$3K ﹤0.01%
+57
1295
$3K ﹤0.01%
91
1296
$3K ﹤0.01%
50
1297
$3K ﹤0.01%
71
1298
$2K ﹤0.01%
117
-100
1299
$2K ﹤0.01%
52
1300
$2K ﹤0.01%
+42
50 51
52
53 54