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
476
$58K 0.01%
341
477
$58K 0.01%
1,817
+312
478
$57K 0.01%
+1,450
479
$57K 0.01%
774
480
$57K 0.01%
1,653
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481
$57K 0.01%
2,076
482
$57K 0.01%
7,690
-1,385
483
$56K 0.01%
1,862
-98
484
$56K 0.01%
1,900
485
$56K 0.01%
1,752
486
$56K 0.01%
612
487
$55K 0.01%
454
488
$55K 0.01%
1,844
489
$55K 0.01%
277
490
$55K 0.01%
545
491
$55K 0.01%
704
492
$55K 0.01%
33
493
$55K 0.01%
725
494
$54K 0.01%
1,000
495
$54K 0.01%
2,120
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496
$54K 0.01%
199
497
$54K 0.01%
263
498
$53K 0.01%
448
-300
499
$53K 0.01%
1,129
+612
500
$53K 0.01%
146
18 19
20
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