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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$2.86M
2
+$2.4M
3
+$1.76M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.45M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.44M

Top Sells

1
+$1.92M
2
+$1.7M
3
+$1.57M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$772K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$730K

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%
957
952
$6K ﹤0.01%
100
-332
953
$6K ﹤0.01%
14
954
$6K ﹤0.01%
146
955
$6K ﹤0.01%
69
956
$6K ﹤0.01%
113
957
$6K ﹤0.01%
130
958
$6K ﹤0.01%
708
959
$6K ﹤0.01%
+500
960
$6K ﹤0.01%
51
961
$6K ﹤0.01%
121
962
$6K ﹤0.01%
119
963
$6K ﹤0.01%
62
964
$6K ﹤0.01%
39
965
$6K ﹤0.01%
234
966
$6K ﹤0.01%
100
967
$6K ﹤0.01%
110
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