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
126
$858K 0.15%
3,785
+473
127
$858K 0.15%
8,691
+1,999
128
$846K 0.15%
8,570
+767
129
$831K 0.14%
3,404
+40
130
$827K 0.14%
6,128
+185
131
$811K 0.14%
15,157
-129,806
132
$794K 0.14%
5,822
+1,312
133
$793K 0.14%
36,504
+4,806
134
$791K 0.14%
4,978
+383
135
$789K 0.14%
4,490
+64
136
$776K 0.13%
13,595
+731
137
$770K 0.13%
3,563
-123
138
$733K 0.13%
35,582
-2,321
139
$725K 0.13%
9,352
-102
140
$713K 0.12%
3,004
-42
141
$693K 0.12%
17,415
-734
142
$692K 0.12%
10,127
+10,032
143
$691K 0.12%
1,986
+135
144
$688K 0.12%
3,549
+66
145
$684K 0.12%
10,164
+258
146
$665K 0.12%
30,843
-1,421
147
$665K 0.12%
9,142
+1,319
148
$663K 0.12%
1,748
+425
149
$659K 0.11%
2,926
-1,913
150
$658K 0.11%
8,306
-486
4 5
6
7 8