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
1326
$2K ﹤0.01%
30
1327
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69
1328
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19
1329
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51
1330
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33
1331
$2K ﹤0.01%
3
1332
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34
1333
$2K ﹤0.01%
+100
1334
$2K ﹤0.01%
+74
1335
$2K ﹤0.01%
+20
1336
$2K ﹤0.01%
45
1337
$2K ﹤0.01%
100
1338
$2K ﹤0.01%
5
+3
1339
$2K ﹤0.01%
14
1340
$2K ﹤0.01%
90
1341
$2K ﹤0.01%
50
1342
$2K ﹤0.01%
86
1343
$2K ﹤0.01%
62
1344
$2K ﹤0.01%
39
1345
$2K ﹤0.01%
51
1346
$2K ﹤0.01%
69
1347
$2K ﹤0.01%
20
1348
$2K ﹤0.01%
13
1349
$2K ﹤0.01%
+100
1350
$2K ﹤0.01%
16
52 53
54
55 56