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 Core Total USD Bond Market 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
51
$1.85M 0.4%
21,100
+80
52
$1.85M 0.39%
41,191
+729
53
$1.84M 0.39%
16,066
+192
54
$1.8M 0.39%
44,558
+2,033
55
$1.78M 0.38%
38,114
-3,580
56
$1.76M 0.38%
30,149
-2,136
57
$1.74M 0.37%
63,717
+11,246
58
$1.67M 0.36%
11,190
-764
59
$1.61M 0.34%
11,301
+1,500
60
$1.6M 0.34%
16,437
+1,063
61
$1.59M 0.34%
97,141
-4,787
62
$1.58M 0.34%
19,253
+1,231
63
$1.57M 0.34%
7,407
-191
64
$1.57M 0.34%
18,236
+3,860
65
$1.54M 0.33%
13,813
-202
66
$1.51M 0.32%
33,194
+6,923
67
$1.48M 0.32%
41,406
-5,709
68
$1.45M 0.31%
21,418
+195
69
$1.44M 0.31%
6,490
-364
70
$1.36M 0.29%
29,550
-18,325
71
$1.29M 0.28%
5,502
+231
72
$1.27M 0.27%
39,791
+173
73
$1.22M 0.26%
17,180
+315
74
$1.2M 0.26%
11,174
+2,797
75
$1.2M 0.26%
4,909
+1,238
1 2
3
4 5