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
1326
$2K ﹤0.01%
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1327
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1328
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1329
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1330
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1333
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1334
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1335
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1336
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1337
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1339
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1340
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1341
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1342
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1343
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1344
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1345
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3
1346
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1347
$2K ﹤0.01%
+100
1348
$2K ﹤0.01%
+74
1349
$2K ﹤0.01%
+20
1350
$2K ﹤0.01%
45
52 53
54
55 56