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 Core Total USD Bond Market 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
26
$5.54M 1.18%
60,552
+12,271
27
$4.77M 1.02%
18,815
-744
28
$4.49M 0.96%
66,168
+4,617
29
$4.22M 0.9%
61,055
+14,053
30
$3.86M 0.82%
140,062
+1,439
31
$3.58M 0.76%
127,648
+15,752
32
$3.45M 0.74%
68,924
+7,005
33
$3.32M 0.71%
128,223
+37,224
34
$3.22M 0.69%
41,139
-5,568
35
$3.12M 0.67%
9,958
+1,494
36
$2.89M 0.62%
68,531
-110
37
$2.58M 0.55%
70,680
+4,130
38
$2.57M 0.55%
6,881
+111
39
$2.49M 0.53%
80,106
-9,285
40
$2.49M 0.53%
45,085
+12,040
41
$2.35M 0.5%
11,510
+683
42
$2.33M 0.5%
44,766
-7
43
$2.2M 0.47%
75,588
+10,234
44
$2.16M 0.46%
13,373
-12,540
45
$2.05M 0.44%
5,969
+89
46
$1.99M 0.43%
8,633
-849
47
$1.95M 0.42%
5,505
+85
48
$1.9M 0.41%
54,051
-2,539
49
$1.87M 0.4%
15,553
-13,653
50
$1.86M 0.4%
34,188
+888
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