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
826
$12K ﹤0.01%
486
827
$12K ﹤0.01%
+128
828
$12K ﹤0.01%
365
829
$12K ﹤0.01%
334
830
$12K ﹤0.01%
620
831
$12K ﹤0.01%
175
+1
832
$12K ﹤0.01%
306
-21
833
$12K ﹤0.01%
25
-24
834
$12K ﹤0.01%
154
835
$12K ﹤0.01%
700
+600
836
$12K ﹤0.01%
850
-2,100
837
$12K ﹤0.01%
919
838
$12K ﹤0.01%
391
839
$11K ﹤0.01%
725
840
$11K ﹤0.01%
50
-31
841
$11K ﹤0.01%
138
842
$11K ﹤0.01%
296
843
$11K ﹤0.01%
+33
844
$11K ﹤0.01%
288
+17
845
$11K ﹤0.01%
442
846
$11K ﹤0.01%
485
847
$11K ﹤0.01%
88
848
$11K ﹤0.01%
160
849
$11K ﹤0.01%
212
+115
850
$11K ﹤0.01%
892
32 33
34
35 36