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
901
$8K ﹤0.01%
201
902
$8K ﹤0.01%
33
903
$8K ﹤0.01%
270
904
$8K ﹤0.01%
105
905
$8K ﹤0.01%
274
906
$8K ﹤0.01%
892
907
$8K ﹤0.01%
+250
908
$8K ﹤0.01%
96
909
$8K ﹤0.01%
787
910
$8K ﹤0.01%
431
911
$7K ﹤0.01%
1,205
-1,026
912
$7K ﹤0.01%
51
913
$7K ﹤0.01%
565
914
$7K ﹤0.01%
267
-151
915
$7K ﹤0.01%
22
-1
916
$7K ﹤0.01%
102
917
$7K ﹤0.01%
25
918
$7K ﹤0.01%
380
919
$7K ﹤0.01%
244
920
$7K ﹤0.01%
108
-2
921
$7K ﹤0.01%
301
922
$7K ﹤0.01%
396
923
$7K ﹤0.01%
743
924
$7K ﹤0.01%
42
925
$7K ﹤0.01%
988
35 36
37
38 39