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
1
$16M 2.78%
232,486
+1,180
2
$14.6M 2.53%
106,326
+17,075
3
$14.5M 2.52%
207,981
-135,171
4
$13.2M 2.28%
146,367
-83,073
5
$13M 2.25%
120,974
+1,971
6
$12.4M 2.16%
150,270
+26,422
7
$12.2M 2.11%
239,943
+177,125
8
$12M 2.08%
467,260
+147,176
9
$11.6M 2.02%
84,931
+7,138
10
$11.3M 1.97%
157,706
+23,388
11
$11.1M 1.93%
108,292
+1,513
12
$11M 1.91%
413,574
+21,015
13
$10.9M 1.9%
63,580
+160
14
$10.2M 1.78%
327,590
+318,080
15
$9.36M 1.62%
240,526
+41,635
16
$9.25M 1.61%
180,420
+38,114
17
$8.97M 1.56%
341,409
-8,519
18
$8.96M 1.55%
210,019
-54,094
19
$8.24M 1.43%
263,413
-8,197
20
$8.21M 1.42%
+293,269
21
$7.84M 1.36%
74,855
+8,198
22
$7.02M 1.22%
131,559
+5,554
23
$6.79M 1.18%
131,800
+3,271
24
$6.34M 1.1%
172,567
-21,267
25
$5.96M 1.03%
22,695
+15,422
1
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