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
701
$22K ﹤0.01%
800
702
$21K ﹤0.01%
815
-200
703
$21K ﹤0.01%
442
+295
704
$21K ﹤0.01%
258
705
$21K ﹤0.01%
700
-1,173
706
$21K ﹤0.01%
477
+410
707
$21K ﹤0.01%
444
708
$21K ﹤0.01%
88
709
$21K ﹤0.01%
262
710
$21K ﹤0.01%
+599
711
$21K ﹤0.01%
351
+155
712
$21K ﹤0.01%
105
713
$21K ﹤0.01%
624
+100
714
$21K ﹤0.01%
80
715
$21K ﹤0.01%
402
716
$20K ﹤0.01%
185
717
$20K ﹤0.01%
49
-50
718
$20K ﹤0.01%
971
719
$20K ﹤0.01%
1,466
+19
720
$20K ﹤0.01%
292
+3
721
$20K ﹤0.01%
310
-4,500
722
$20K ﹤0.01%
600
723
$19K ﹤0.01%
497
724
$19K ﹤0.01%
470
+3
725
$19K ﹤0.01%
49
27 28
29
30 31