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
526
$47K 0.01%
2,275
+31
527
$47K 0.01%
635
+435
528
$46K 0.01%
1,018
529
$46K 0.01%
246
530
$46K 0.01%
727
531
$46K 0.01%
3,978
-200
532
$45K 0.01%
582
533
$45K 0.01%
940
534
$45K 0.01%
255
+20
535
$45K 0.01%
1,138
+1,038
536
$45K 0.01%
699
+300
537
$44K 0.01%
1,308
538
$44K 0.01%
1,000
539
$44K 0.01%
1,419
540
$43K 0.01%
1,559
+392
541
$43K 0.01%
158
-2,103
542
$43K 0.01%
1,204
+604
543
$43K 0.01%
1,296
-22,736
544
$43K 0.01%
+326
545
$43K 0.01%
693
546
$43K 0.01%
1,656
-592
547
$43K 0.01%
2,389
548
$42K 0.01%
+550
549
$42K 0.01%
2,500
550
$42K 0.01%
125
+100
20 21
22
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