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
651
$27K 0.01%
386
+1
652
$27K 0.01%
466
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653
$27K 0.01%
218
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$27K 0.01%
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655
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656
$27K 0.01%
975
657
$27K 0.01%
117
658
$26K 0.01%
761
-4,733
659
$26K 0.01%
110
660
$26K 0.01%
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661
$26K 0.01%
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662
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271
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663
$26K 0.01%
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664
$26K 0.01%
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665
$25K 0.01%
212
666
$25K 0.01%
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667
$25K 0.01%
319
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668
$25K 0.01%
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669
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400
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257
673
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674
$25K 0.01%
278
675
$24K 0.01%
313
+2
25 26
27
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