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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$9.86M
2
+$8.99M
3
+$8.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$3.85M

Top Sells

1
+$8.96M
2
+$7.42M
3
+$6.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.04M

Sector Composition

1 Technology 4.99%
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
– –
-47
1452
– –
0
1453
$0 ﹤0.01%
15
1454
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-54
1455
$0 ﹤0.01%
304
1456
$0 ﹤0.01%
20
1457
– –
-330
1458
– –
-1,807
1459
– –
-105,905
1460
– –
-1,126
1461
– –
-21
1462
– –
-29
1463
$0 ﹤0.01%
+180
1464
$0 ﹤0.01%
+1
1465
– –
-700
1466
$0 ﹤0.01%
15
1467
– –
0
1468
– –
-100
1469
$0 ﹤0.01%
3
1470
$0 ﹤0.01%
2
1471
$0 ﹤0.01%
3
55 56 57 58
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