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
726
$19K ﹤0.01%
530
727
$19K ﹤0.01%
541
728
$19K ﹤0.01%
359
+1
729
$19K ﹤0.01%
119
730
$19K ﹤0.01%
203
731
$19K ﹤0.01%
272
+1
732
$19K ﹤0.01%
369
-768
733
$19K ﹤0.01%
204
734
$19K ﹤0.01%
417
735
$19K ﹤0.01%
796
736
$19K ﹤0.01%
+100
737
$19K ﹤0.01%
500
738
$19K ﹤0.01%
514
739
$19K ﹤0.01%
850
740
$18K ﹤0.01%
247
741
$18K ﹤0.01%
103
742
$18K ﹤0.01%
200
743
$18K ﹤0.01%
623
744
$18K ﹤0.01%
+800
745
$18K ﹤0.01%
+580
746
$18K ﹤0.01%
843
747
$18K ﹤0.01%
153
+2
748
$18K ﹤0.01%
246
749
$18K ﹤0.01%
193
750
$18K ﹤0.01%
565
28 29
30
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