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
376
$103K 0.02%
2,460
-300
377
$101K 0.02%
1,319
+11
378
$101K 0.02%
1,126
379
$101K 0.02%
956
-149
380
$100K 0.02%
1,182
+52
381
$99K 0.02%
325
382
$99K 0.02%
874
+509
383
$97K 0.02%
4,465
-35
384
$97K 0.02%
686
385
$97K 0.02%
643
386
$96K 0.02%
847
+385
387
$96K 0.02%
3,550
+44
388
$96K 0.02%
1,741
-292
389
$95K 0.02%
4,621
-1,972
390
$95K 0.02%
+543
391
$95K 0.02%
590
+114
392
$94K 0.02%
4,319
+3,130
393
$94K 0.02%
5,300
+4,300
394
$93K 0.02%
1,078
+1
395
$93K 0.02%
2,802
+1,040
396
$93K 0.02%
6,827
397
$92K 0.02%
540
398
$90K 0.02%
1,429
399
$90K 0.02%
654
400
$89K 0.02%
7,452
+707
14 15
16
17 18