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
751
$18K ﹤0.01%
172
752
$18K ﹤0.01%
219
753
$17K ﹤0.01%
436
+3
754
$17K ﹤0.01%
218
+200
755
$17K ﹤0.01%
88
756
$17K ﹤0.01%
967
757
$17K ﹤0.01%
348
-60
758
$17K ﹤0.01%
121
-119
759
$17K ﹤0.01%
1,527
760
$17K ﹤0.01%
131
761
$17K ﹤0.01%
1,046
762
$17K ﹤0.01%
137
+1
763
$17K ﹤0.01%
114
764
$16K ﹤0.01%
1,862
765
$16K ﹤0.01%
285
+3
766
$16K ﹤0.01%
333
767
$16K ﹤0.01%
3,000
768
$16K ﹤0.01%
275
769
$16K ﹤0.01%
+159
770
$16K ﹤0.01%
290
771
$16K ﹤0.01%
572
+3
772
$16K ﹤0.01%
1,207
773
$16K ﹤0.01%
323
774
$15K ﹤0.01%
30
775
$15K ﹤0.01%
+500
29 30
31
32 33