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
276
$177K 0.04%
5,696
+1,754
277
$175K 0.04%
1,369
+178
278
$174K 0.04%
7,444
+11
279
$173K 0.04%
17,080
-13,373
280
$173K 0.04%
2,021
+267
281
$172K 0.04%
343
-30
282
$170K 0.04%
2,944
283
$167K 0.04%
4,700
+1,523
284
$167K 0.04%
5,056
285
$167K 0.04%
11,965
-5,150
286
$166K 0.04%
468
+85
287
$165K 0.04%
+7,805
288
$164K 0.04%
6,489
289
$163K 0.03%
1,029
-40
290
$163K 0.03%
629
-6,132
291
$163K 0.03%
1,350
+132
292
$162K 0.03%
1,725
293
$161K 0.03%
501
294
$158K 0.03%
704
-120
295
$157K 0.03%
2,424
+11
296
$156K 0.03%
5,603
+2,721
297
$154K 0.03%
1,293
+374
298
$153K 0.03%
1,343
-4,207
299
$152K 0.03%
3,169
+2
300
$151K 0.03%
950
10 11
12
13 14