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
576
$36K 0.01%
16
577
$36K 0.01%
145
578
$36K 0.01%
2,480
+1,840
579
$36K 0.01%
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$36K 0.01%
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581
$35K 0.01%
900
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582
$35K 0.01%
435
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583
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168
-20
584
$35K 0.01%
261
585
$35K 0.01%
91
586
$35K 0.01%
1,007
587
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256
588
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374
-1
589
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522
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590
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1,199
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591
$35K 0.01%
1,500
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592
$34K 0.01%
327
593
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$34K 0.01%
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595
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598
$34K 0.01%
145
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599
$34K 0.01%
704
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600
$34K 0.01%
1,553
+3
22 23
24
25 26