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
401
$89K 0.02%
1,389
402
$88K 0.02%
+1,399
403
$88K 0.02%
1,609
404
$87K 0.02%
409
+140
405
$87K 0.02%
433
406
$87K 0.02%
1,104
+2
407
$86K 0.02%
882
408
$86K 0.02%
2,251
-866
409
$86K 0.02%
2,712
410
$85K 0.02%
5,545
411
$84K 0.02%
729
-55
412
$84K 0.02%
+582
413
$84K 0.02%
+2,390
414
$83K 0.02%
303
415
$83K 0.02%
1,658
+1,448
416
$82K 0.02%
1,359
417
$82K 0.02%
1,544
+1
418
$81K 0.02%
1,785
-212
419
$81K 0.02%
1,741
+656
420
$81K 0.02%
4,635
-1,678
421
$81K 0.02%
930
+100
422
$81K 0.02%
523
+2
423
$79K 0.02%
+540
424
$79K 0.02%
576
+216
425
$78K 0.02%
6,954
+573
15 16
17
18 19