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
$468M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.49M
3
+$1.75M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.54M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$1.44M

Top Sells

1
+$2.02M
2
+$1.64M
3
+$1.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$842K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$771K

Sector Composition

1 Technology 5.11%
2 Consumer Discretionary 3.49%
3 Industrials 2.84%
4 Financials 2.26%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.06%
4,774
+287
227
$254K 0.05%
9,435
+3,177
228
$254K 0.05%
1,842
+189
229
$250K 0.05%
6,060
+1,348
230
$248K 0.05%
6,560
+64
231
$245K 0.05%
1,456
+1
232
$244K 0.05%
4,398
+646
233
$242K 0.05%
5,259
+324
234
$236K 0.05%
3,805
-1,321
235
$235K 0.05%
3,405
+131
236
$231K 0.05%
3,757
+906
237
$224K 0.05%
+4,414
238
$222K 0.05%
1,463
-7
239
$222K 0.05%
1,047
240
$220K 0.05%
5,269
+932
241
$219K 0.05%
3,305
+153
242
$217K 0.05%
401
+14
243
$216K 0.05%
5,869
-160
244
$210K 0.04%
1,237
-290
245
$210K 0.04%
1,081
+574
246
$206K 0.04%
2,824
+12
247
$206K 0.04%
6,180
-51
248
$206K 0.04%
5,009
+49
249
$204K 0.04%
1,752
-608
250
$203K 0.04%
1,332
+1,041
8 9
10
11 12