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
151
$649K 0.11%
2,034
-991
152
$649K 0.11%
11,297
-2,882
153
$645K 0.11%
5,723
+692
154
$638K 0.11%
11,787
+11,545
155
$637K 0.11%
12,807
+2,286
156
$636K 0.11%
2,290
+56
157
$613K 0.11%
5,714
+816
158
$601K 0.1%
12,831
+4,382
159
$589K 0.1%
5,606
+648
160
$589K 0.1%
16,055
+13,576
161
$582K 0.1%
3,811
+129
162
$574K 0.1%
10,695
+284
163
$566K 0.1%
4,336
+37
164
$555K 0.1%
2,278
+242
165
$555K 0.1%
7,538
-60
166
$549K 0.1%
1,908
+241
167
$546K 0.09%
3,656
+447
168
$540K 0.09%
11,496
+1,458
169
$534K 0.09%
6,870
+96
170
$530K 0.09%
2,214
+70
171
$530K 0.09%
1,725
+37
172
$517K 0.09%
4,436
+144
173
$517K 0.09%
19,860
+5,004
174
$510K 0.09%
3,385
+86
175
$510K 0.09%
3,098
-5
5 6
7
8 9