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
776
$15K ﹤0.01%
98
-103
777
$15K ﹤0.01%
1,000
-350
778
$15K ﹤0.01%
456
779
$15K ﹤0.01%
89
780
$15K ﹤0.01%
52
781
$15K ﹤0.01%
248
782
$15K ﹤0.01%
318
+317
783
$15K ﹤0.01%
+300
784
$14K ﹤0.01%
96
785
$14K ﹤0.01%
842
786
$14K ﹤0.01%
+212
787
$14K ﹤0.01%
1,700
788
$14K ﹤0.01%
63
-15
789
$14K ﹤0.01%
202
-39
790
$14K ﹤0.01%
308
791
$14K ﹤0.01%
152
792
$14K ﹤0.01%
112
793
$14K ﹤0.01%
801
794
$14K ﹤0.01%
350
795
$14K ﹤0.01%
176
796
$14K ﹤0.01%
411
797
$14K ﹤0.01%
141
798
$14K ﹤0.01%
126
799
$14K ﹤0.01%
507
800
$13K ﹤0.01%
50
-26
30 31
32
33 34