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
876
$10K ﹤0.01%
184
877
$10K ﹤0.01%
150
878
$10K ﹤0.01%
194
+1
879
$9K ﹤0.01%
185
880
$9K ﹤0.01%
230
-680
881
$9K ﹤0.01%
60
-20
882
$9K ﹤0.01%
241
+34
883
$9K ﹤0.01%
+100
884
$9K ﹤0.01%
90
885
$9K ﹤0.01%
+287
886
$9K ﹤0.01%
117
887
$9K ﹤0.01%
271
888
$9K ﹤0.01%
92
889
$9K ﹤0.01%
130
+96
890
$9K ﹤0.01%
60
891
$9K ﹤0.01%
361
892
$9K ﹤0.01%
548
893
$9K ﹤0.01%
+178
894
$8K ﹤0.01%
1,000
895
$8K ﹤0.01%
86
896
$8K ﹤0.01%
+1,000
897
$8K ﹤0.01%
42
898
$8K ﹤0.01%
623
899
$8K ﹤0.01%
156
900
$8K ﹤0.01%
40
34 35
36
37 38