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
426
$77K 0.02%
357
-123
427
$76K 0.02%
350
428
$76K 0.02%
2,925
-1,457
429
$75K 0.02%
1,668
-1,283
430
$75K 0.02%
1,066
431
$75K 0.02%
1,346
432
$75K 0.02%
+3,299
433
$74K 0.02%
21,047
+337
434
$74K 0.02%
1,043
+3
435
$74K 0.02%
1,223
-102
436
$74K 0.02%
2,237
437
$73K 0.02%
3,100
+400
438
$73K 0.02%
444
-49
439
$73K 0.02%
6,800
+6,650
440
$71K 0.02%
1,724
441
$71K 0.02%
+2,270
442
$71K 0.02%
1,202
443
$70K 0.02%
5,656
444
$69K 0.01%
139
445
$69K 0.01%
284
+18
446
$68K 0.01%
379
447
$68K 0.01%
797
-1,615
448
$68K 0.01%
1,350
449
$67K 0.01%
126
450
$67K 0.01%
2,083
16 17
18
19 20