CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
701
$22K ﹤0.01%
800
702
$21K ﹤0.01%
815
-200
703
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442
+295
704
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258
705
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700
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706
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477
+410
707
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444
708
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88
709
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262
710
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+599
711
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312
+138
712
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105
713
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624
+100
714
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80
715
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402
716
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717
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49
-50
718
$20K ﹤0.01%
971
719
$20K ﹤0.01%
1,466
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720
$20K ﹤0.01%
292
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721
$20K ﹤0.01%
310
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722
$20K ﹤0.01%
600
723
$19K ﹤0.01%
850
724
$19K ﹤0.01%
497
725
$19K ﹤0.01%
470
+3
27 28
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