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
676
$24K 0.01%
1,400
677
$24K 0.01%
34
678
$24K 0.01%
547
679
$24K 0.01%
1,110
+570
680
$24K 0.01%
2,363
681
$24K 0.01%
352
+2
682
$24K 0.01%
+1,000
683
$24K 0.01%
74
-17
684
$23K ﹤0.01%
693
685
$23K ﹤0.01%
251
686
$23K ﹤0.01%
554
-170
687
$23K ﹤0.01%
+350
688
$23K ﹤0.01%
1,500
689
$23K ﹤0.01%
422
690
$23K ﹤0.01%
553
+4
691
$23K ﹤0.01%
+597
692
$23K ﹤0.01%
+133
693
$22K ﹤0.01%
407
694
$22K ﹤0.01%
480
-1,550
695
$22K ﹤0.01%
1,000
696
$22K ﹤0.01%
374
+187
697
$22K ﹤0.01%
+396
698
$22K ﹤0.01%
145
699
$22K ﹤0.01%
500
700
$22K ﹤0.01%
425
-69
26 27
28
29 30