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
951
$6K ﹤0.01%
5
952
$6K ﹤0.01%
167
953
$6K ﹤0.01%
164
-69
954
$6K ﹤0.01%
104
955
$6K ﹤0.01%
13
+5
956
$6K ﹤0.01%
230
-189
957
$6K ﹤0.01%
401
+2
958
$6K ﹤0.01%
957
959
$6K ﹤0.01%
100
-332
960
$6K ﹤0.01%
14
961
$6K ﹤0.01%
146
962
$6K ﹤0.01%
69
963
$6K ﹤0.01%
113
964
$6K ﹤0.01%
51
965
$6K ﹤0.01%
130
966
$6K ﹤0.01%
708
967
$6K ﹤0.01%
+500
968
$5K ﹤0.01%
10
969
$5K ﹤0.01%
78
970
$5K ﹤0.01%
132
971
$5K ﹤0.01%
32
972
$5K ﹤0.01%
19
973
$5K ﹤0.01%
200
974
$5K ﹤0.01%
199
975
$5K ﹤0.01%
83
37 38
39
40 41