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
501
$53K 0.01%
952
+51
502
$53K 0.01%
+897
503
$53K 0.01%
144
504
$53K 0.01%
989
+89
505
$52K 0.01%
+909
506
$51K 0.01%
1,170
+6
507
$51K 0.01%
424
508
$51K 0.01%
550
509
$51K 0.01%
585
-234
510
$50K 0.01%
86
511
$50K 0.01%
+1,193
512
$50K 0.01%
1,053
+510
513
$50K 0.01%
540
514
$49K 0.01%
919
+110
515
$49K 0.01%
617
516
$49K 0.01%
2,000
517
$48K 0.01%
1,368
518
$48K 0.01%
1,347
-88
519
$48K 0.01%
942
+165
520
$48K 0.01%
1,661
521
$48K 0.01%
1,000
522
$48K 0.01%
1,054
523
$48K 0.01%
702
524
$47K 0.01%
336
525
$47K 0.01%
647
-1,554
19 20
21
22 23