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
326
$132K 0.03%
+1,972
327
$131K 0.03%
1,811
+3
328
$131K 0.03%
2,115
-537
329
$130K 0.03%
3,167
+3,042
330
$129K 0.03%
+5,218
331
$127K 0.03%
261
+25
332
$126K 0.03%
229
333
$126K 0.03%
2,713
-198
334
$125K 0.03%
2,009
+536
335
$121K 0.03%
384
+15
336
$120K 0.03%
965
+465
337
$120K 0.03%
4,879
+1,154
338
$120K 0.03%
848
339
$119K 0.03%
10,313
+259
340
$119K 0.03%
1,730
341
$119K 0.03%
4,020
+550
342
$119K 0.03%
2,220
+222
343
$116K 0.02%
1,506
+26
344
$116K 0.02%
3,512
-18
345
$115K 0.02%
2,129
+14
346
$115K 0.02%
850
+6
347
$115K 0.02%
1,180
+68
348
$115K 0.02%
471
349
$114K 0.02%
+500
350
$114K 0.02%
1,106
+88
12 13
14
15 16