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
1301
$2K ﹤0.01%
66
1302
$2K ﹤0.01%
2
1303
$2K ﹤0.01%
+17
1304
$2K ﹤0.01%
83
-1
1305
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20
1306
$2K ﹤0.01%
39
1307
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31
1308
$2K ﹤0.01%
40
1309
$2K ﹤0.01%
9
1310
$2K ﹤0.01%
89
1311
$2K ﹤0.01%
66
1312
$2K ﹤0.01%
19
1313
$2K ﹤0.01%
133
-450
1314
$2K ﹤0.01%
25
1315
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52
1316
$2K ﹤0.01%
135
1317
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135
1318
$2K ﹤0.01%
30
1319
$2K ﹤0.01%
27
1320
$2K ﹤0.01%
17
1321
$2K ﹤0.01%
18
1322
$2K ﹤0.01%
8
1323
$2K ﹤0.01%
18
1324
$2K ﹤0.01%
26
1325
$2K ﹤0.01%
40
51 52
53
54 55