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
726
$19K ﹤0.01%
369
-768
727
$19K ﹤0.01%
204
728
$19K ﹤0.01%
417
729
$19K ﹤0.01%
796
730
$19K ﹤0.01%
497
731
$19K ﹤0.01%
470
+3
732
$19K ﹤0.01%
49
733
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530
734
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541
735
$19K ﹤0.01%
359
+1
736
$19K ﹤0.01%
+100
737
$19K ﹤0.01%
500
738
$19K ﹤0.01%
514
739
$19K ﹤0.01%
850
740
$18K ﹤0.01%
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741
$18K ﹤0.01%
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742
$18K ﹤0.01%
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$18K ﹤0.01%
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744
$18K ﹤0.01%
193
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$18K ﹤0.01%
565
746
$18K ﹤0.01%
172
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$18K ﹤0.01%
219
748
$18K ﹤0.01%
247
749
$18K ﹤0.01%
103
750
$18K ﹤0.01%
200
28 29
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