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
1301
$2K ﹤0.01%
66
1302
$2K ﹤0.01%
2
1303
$2K ﹤0.01%
+17
1304
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56
1305
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39
1306
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51
1307
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69
1308
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20
1309
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13
1310
$2K ﹤0.01%
+100
1311
$2K ﹤0.01%
16
1312
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37
1313
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50
1314
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26
1315
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20
1316
$2K ﹤0.01%
39
1317
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31
1318
$2K ﹤0.01%
40
1319
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9
1320
$2K ﹤0.01%
89
1321
$2K ﹤0.01%
66
1322
$2K ﹤0.01%
19
1323
$2K ﹤0.01%
133
-450
1324
$2K ﹤0.01%
25
1325
$2K ﹤0.01%
52
51 52
53
54 55