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
351
$113K 0.02%
565
352
$113K 0.02%
+3,594
353
$112K 0.02%
3,019
+245
354
$112K 0.02%
2,857
+257
355
$112K 0.02%
1,560
+1
356
$112K 0.02%
942
357
$111K 0.02%
1,002
-2,017
358
$110K 0.02%
3,539
+2,003
359
$110K 0.02%
2,674
-3,705
360
$110K 0.02%
1,272
361
$109K 0.02%
950
362
$109K 0.02%
13,528
+303
363
$109K 0.02%
658
+58
364
$109K 0.02%
7,312
+645
365
$108K 0.02%
1,865
366
$107K 0.02%
1,800
367
$107K 0.02%
1,111
368
$107K 0.02%
477
+31
369
$106K 0.02%
423
370
$106K 0.02%
8,010
+148
371
$106K 0.02%
8,900
372
$105K 0.02%
2,496
+856
373
$105K 0.02%
655
+88
374
$104K 0.02%
4,792
375
$104K 0.02%
1,000
13 14
15
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