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
451
$66K 0.01%
560
+204
452
$65K 0.01%
778
+400
453
$65K 0.01%
+1,295
454
$65K 0.01%
559
455
$64K 0.01%
663
-978
456
$64K 0.01%
485
+107
457
$64K 0.01%
2,000
-3,557
458
$64K 0.01%
430
459
$63K 0.01%
+1,739
460
$63K 0.01%
1,456
461
$63K 0.01%
368
462
$62K 0.01%
708
+529
463
$62K 0.01%
1,237
+15
464
$62K 0.01%
801
465
$62K 0.01%
412
-82
466
$61K 0.01%
169
467
$61K 0.01%
400
468
$61K 0.01%
1,500
469
$60K 0.01%
640
+300
470
$60K 0.01%
1,666
+1,416
471
$60K 0.01%
3,639
472
$60K 0.01%
1,184
-1
473
$59K 0.01%
1,209
474
$59K 0.01%
2,500
475
$58K 0.01%
1,060
17 18
19
20 21