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
1351
$2K ﹤0.01%
100
1352
$2K ﹤0.01%
5
+3
1353
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1354
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1355
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50
1356
$2K ﹤0.01%
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1357
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62
1358
$1K ﹤0.01%
+16
1359
$1K ﹤0.01%
55
1360
$1K ﹤0.01%
7
1361
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20
+5
1362
$1K ﹤0.01%
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1363
$1K ﹤0.01%
53
1364
$1K ﹤0.01%
32
-1,735
1365
$1K ﹤0.01%
23
+20
1366
$1K ﹤0.01%
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1367
$1K ﹤0.01%
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1368
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+36
1369
$1K ﹤0.01%
7
+2
1370
$1K ﹤0.01%
64
1371
$1K ﹤0.01%
21
1372
$1K ﹤0.01%
11
1373
$1K ﹤0.01%
23
1374
$1K ﹤0.01%
31
1375
$1K ﹤0.01%
7
53 54
55
56 57