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
176
$504K 0.09%
2,291
+349
177
$503K 0.09%
3,036
-237
178
$503K 0.09%
6,864
+4,171
179
$502K 0.09%
9,272
+136
180
$501K 0.09%
4,750
+2,928
181
$495K 0.09%
2,023
+6
182
$495K 0.09%
2,118
+42
183
$491K 0.09%
18,844
+13,239
184
$488K 0.08%
+14,135
185
$484K 0.08%
14,163
+433
186
$478K 0.08%
8,954
+343
187
$475K 0.08%
3,507
+28
188
$468K 0.08%
7,673
+2,127
189
$462K 0.08%
3,652
+82
190
$462K 0.08%
14,437
-186
191
$458K 0.08%
1,573
+15
192
$455K 0.08%
2,367
-1,308
193
$450K 0.08%
5,789
+256
194
$444K 0.08%
6,644
+1,463
195
$441K 0.08%
2,279
+81
196
$431K 0.07%
8,041
+794
197
$425K 0.07%
+11,552
198
$424K 0.07%
109,343
+10,085
199
$422K 0.07%
1,055
+3
200
$419K 0.07%
9,682
+119
6 7
8
9 10