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 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
1376
$1K ﹤0.01%
+28
1377
$1K ﹤0.01%
+30
1378
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31
1379
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1380
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1381
$1K ﹤0.01%
1,100
1382
$1K ﹤0.01%
22
1383
$1K ﹤0.01%
12
1384
$1K ﹤0.01%
60
1385
$1K ﹤0.01%
17
1386
$1K ﹤0.01%
17
1387
$1K ﹤0.01%
35
+10
1388
$1K ﹤0.01%
+100
1389
$1K ﹤0.01%
23
1390
$1K ﹤0.01%
50
1391
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1392
$1K ﹤0.01%
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1393
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10
1394
$1K ﹤0.01%
+46
1395
$1K ﹤0.01%
+100
1396
$1K ﹤0.01%
20
1397
$1K ﹤0.01%
22
1398
-10
1399
$0 ﹤0.01%
1
1400
-1,000