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
1451
– –
-1,865
1452
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-700
1453
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0
1454
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-100
1455
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-108
1456
$0 ﹤0.01%
+4
1457
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-500
1458
– –
-98
1459
$0 ﹤0.01%
1
1460
– –
-1,305
1461
– –
-2,270
1462
– –
0
1463
– –
-42,065
1464
– –
-150
1465
– –
-50
1466
$0 ﹤0.01%
12
1467
– –
-47
1468
– –
0
1469
$0 ﹤0.01%
15
1470
– –
-54
1471
$0 ﹤0.01%
304
55 56 57 58
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