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
201
$411K 0.07%
5,857
-2,736
202
$411K 0.07%
1,872
+29
203
$411K 0.07%
3,207
-340
204
$400K 0.07%
5,025
+255
205
$395K 0.07%
1,663
-1,822
206
$389K 0.07%
4,385
-180
207
$385K 0.07%
5,436
+55
208
$380K 0.07%
7,975
+2,442
209
$378K 0.07%
2,278
+494
210
$374K 0.06%
4,810
211
$373K 0.06%
3,234
-602
212
$372K 0.06%
1,665
+70
213
$369K 0.06%
1,774
-15
214
$366K 0.06%
925
+111
215
$364K 0.06%
24,490
+1,680
216
$363K 0.06%
1,489
+58
217
$362K 0.06%
32,556
+3,427
218
$358K 0.06%
7,496
+150
219
$357K 0.06%
2,905
220
$349K 0.06%
957
+24
221
$348K 0.06%
9,835
+2,999
222
$345K 0.06%
3,141
-140
223
$338K 0.06%
5,364
+98
224
$337K 0.06%
1,395
+311
225
$326K 0.06%
7,348
+222
7 8
9
10 11