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
626
$30K 0.01%
400
627
$30K 0.01%
1,112
628
$29K 0.01%
+1,100
629
$29K 0.01%
355
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630
$29K 0.01%
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$29K 0.01%
245
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632
$29K 0.01%
487
633
$29K 0.01%
293
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634
$29K 0.01%
800
635
$29K 0.01%
810
636
$29K 0.01%
900
637
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524
638
$29K 0.01%
1,807
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639
$28K 0.01%
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640
$28K 0.01%
1,386
641
$28K 0.01%
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642
$28K 0.01%
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643
$28K 0.01%
500
644
$28K 0.01%
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645
$28K 0.01%
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341
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647
$28K 0.01%
550
648
$28K 0.01%
147
649
$28K 0.01%
481
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650
$27K 0.01%
12
24 25
26
27 28