CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$2.86M
2
+$2.4M
3
+$1.76M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.45M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.44M

Top Sells

1
+$1.92M
2
+$1.7M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$772K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$730K

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%
34
677
$24K 0.01%
547
678
$24K 0.01%
1,110
+570
679
$24K 0.01%
2,363
680
$24K 0.01%
352
+2
681
$24K 0.01%
+1,000
682
$24K 0.01%
313
+2
683
$24K 0.01%
74
-17
684
$23K ﹤0.01%
+350
685
$23K ﹤0.01%
1,500
686
$23K ﹤0.01%
422
687
$23K ﹤0.01%
553
+4
688
$23K ﹤0.01%
+597
689
$23K ﹤0.01%
+133
690
$23K ﹤0.01%
693
691
$23K ﹤0.01%
251
692
$23K ﹤0.01%
554
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693
$22K ﹤0.01%
407
694
$22K ﹤0.01%
480
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695
$22K ﹤0.01%
1,000
696
$22K ﹤0.01%
374
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$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