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
301
$149K 0.03%
3,703
-5,595
302
$149K 0.03%
3,308
+862
303
$148K 0.03%
910
+830
304
$147K 0.03%
4,800
305
$147K 0.03%
1,350
+266
306
$146K 0.03%
1,330
-62
307
$145K 0.03%
2,960
+10
308
$145K 0.03%
4,043
-61
309
$145K 0.03%
4,819
+276
310
$143K 0.03%
1,681
+1
311
$142K 0.03%
683
-30
312
$141K 0.03%
+1,866
313
$141K 0.03%
1,739
-145
314
$139K 0.03%
2,780
+10
315
$139K 0.03%
2,246
+884
316
$139K 0.03%
4,081
+502
317
$138K 0.03%
14,698
-3,838
318
$136K 0.03%
9,253
-29,724
319
$136K 0.03%
15,440
-344
320
$136K 0.03%
3,364
+119
321
$134K 0.03%
1,376
322
$134K 0.03%
476
323
$134K 0.03%
13,552
+927
324
$133K 0.03%
2,281
+492
325
$133K 0.03%
3,554
+1,303
11 12
13
14 15