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
851
$11K ﹤0.01%
668
852
$11K ﹤0.01%
+30
853
$11K ﹤0.01%
124
854
$11K ﹤0.01%
352
855
$11K ﹤0.01%
102
-56
856
$11K ﹤0.01%
424
857
$11K ﹤0.01%
133
858
$11K ﹤0.01%
1,110
859
$11K ﹤0.01%
81
860
$10K ﹤0.01%
+109
861
$10K ﹤0.01%
200
-61
862
$10K ﹤0.01%
117
-868
863
$10K ﹤0.01%
+40
864
$10K ﹤0.01%
+268
865
$10K ﹤0.01%
203
866
$10K ﹤0.01%
308
867
$10K ﹤0.01%
11
868
$10K ﹤0.01%
422
+3
869
$10K ﹤0.01%
162
870
$10K ﹤0.01%
1,700
871
$10K ﹤0.01%
10
872
$10K ﹤0.01%
335
873
$10K ﹤0.01%
347
874
$10K ﹤0.01%
+150
875
$10K ﹤0.01%
210
33 34
35
36 37