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
726
$19K ﹤0.01%
49
727
$19K ﹤0.01%
530
728
$19K ﹤0.01%
541
729
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359
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730
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119
731
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732
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733
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734
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735
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417
736
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737
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500
739
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740
$18K ﹤0.01%
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$18K ﹤0.01%
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745
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747
$18K ﹤0.01%
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$18K ﹤0.01%
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749
$18K ﹤0.01%
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750
$18K ﹤0.01%
565
28 29
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