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
926
$7K ﹤0.01%
32
927
$7K ﹤0.01%
297
928
$7K ﹤0.01%
211
929
$7K ﹤0.01%
265
-3,085
930
$7K ﹤0.01%
268
931
$7K ﹤0.01%
725
932
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11
933
$6K ﹤0.01%
43
934
$6K ﹤0.01%
94
-26
935
$6K ﹤0.01%
196
936
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79
937
$6K ﹤0.01%
216
938
$6K ﹤0.01%
80
939
$6K ﹤0.01%
100
940
$6K ﹤0.01%
39
941
$6K ﹤0.01%
16
942
$6K ﹤0.01%
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943
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944
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119
945
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62
946
$6K ﹤0.01%
39
947
$6K ﹤0.01%
234
948
$6K ﹤0.01%
100
949
$6K ﹤0.01%
110
950
$6K ﹤0.01%
15
36 37
38
39 40