CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 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
551
$42K 0.01%
2,500
552
$42K 0.01%
125
+100
553
$42K 0.01%
615
-275
554
$42K 0.01%
708
555
$42K 0.01%
1,039
556
$42K 0.01%
1,639
+306
557
$40K 0.01%
180
-50
558
$40K 0.01%
+1,370
559
$40K 0.01%
101
560
$40K 0.01%
1,326
561
$39K 0.01%
+1,500
562
$39K 0.01%
3,055
+2,043
563
$39K 0.01%
445
564
$39K 0.01%
251
565
$38K 0.01%
85
566
$38K 0.01%
1,307
567
$38K 0.01%
1,343
568
$38K 0.01%
441
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569
$38K 0.01%
131
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570
$37K 0.01%
244
571
$37K 0.01%
697
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572
$37K 0.01%
424
573
$37K 0.01%
816
574
$37K 0.01%
234
+17
575
$36K 0.01%
202
+1
21 22
23
24 25