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
251
$202K 0.04%
936
252
$201K 0.04%
4,946
+648
253
$200K 0.04%
2,253
+1,396
254
$197K 0.04%
+6,729
255
$197K 0.04%
901
+31
256
$194K 0.04%
8,500
257
$194K 0.04%
3,990
258
$192K 0.04%
2,763
+240
259
$191K 0.04%
2,674
+136
260
$191K 0.04%
3,690
+1,030
261
$191K 0.04%
6,739
-3,840
262
$190K 0.04%
5,964
+278
263
$189K 0.04%
26,230
-36
264
$188K 0.04%
2,050
265
$185K 0.04%
4,172
+1,544
266
$185K 0.04%
4,802
-896
267
$184K 0.04%
4,464
+3,000
268
$184K 0.04%
3,987
+707
269
$182K 0.04%
7,968
+407
270
$181K 0.04%
33,477
+870
271
$181K 0.04%
699
272
$181K 0.04%
5,255
-219
273
$180K 0.04%
5,337
+409
274
$178K 0.04%
5,874
+12
275
$177K 0.04%
1,650
+84
9 10
11
12 13