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
801
$13K ﹤0.01%
540
+391
802
$13K ﹤0.01%
250
803
$13K ﹤0.01%
+200
804
$13K ﹤0.01%
100
805
$13K ﹤0.01%
234
806
$13K ﹤0.01%
+150
807
$13K ﹤0.01%
466
808
$13K ﹤0.01%
179
-88
809
$13K ﹤0.01%
318
810
$13K ﹤0.01%
+104
811
$13K ﹤0.01%
422
812
$13K ﹤0.01%
317
813
$13K ﹤0.01%
82
814
$13K ﹤0.01%
200
815
$13K ﹤0.01%
30
816
$13K ﹤0.01%
139
817
$13K ﹤0.01%
181
+1
818
$12K ﹤0.01%
300
819
$12K ﹤0.01%
136
820
$12K ﹤0.01%
1,800
821
$12K ﹤0.01%
647
822
$12K ﹤0.01%
218
823
$12K ﹤0.01%
105
824
$12K ﹤0.01%
457
+200
825
$12K ﹤0.01%
37
31 32
33
34 35