Creative Financial Designs Inc /adv
CIK Number: 0000819864
1.23B
Market Value
1,627
# of Holdings
12 months
Avg. Holding Period
34.93%
Win Rate
15.12%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russel... | 94.58 | +0.95% | 377.2K | +0.25% | 38.96M | 63.77 | 3.17% |
| 2 | SPYV | SPDR Portfolio ... | 51.34 | +0.58% | 749.5K | +4.21% | 38.33M | 42.37 | 3.11% |
| 3 | IOO | iShares Global ... | 97.08 | +0.44% | 370.24K | +2.97K% | 37.31M | 99.84 | 3.03% |
| 4 | FBND | Fidelity Total ... | 45.72 | -0.02% | 774.78K | +2.46% | 34.76M | 47.59 | 2.83% |
| 5 | AAPL | Apple Inc. | 224.20 | +0.45% | 120.62K | -0.25% | 30.21M | 116.18 | 2.45% |
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