We are live on ! Find out more
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
976
$5K ﹤0.01%
144
977
$5K ﹤0.01%
464
978
$5K ﹤0.01%
77
979
$5K ﹤0.01%
25
980
$5K ﹤0.01%
+30
981
$5K ﹤0.01%
63
982
$5K ﹤0.01%
34
983
$5K ﹤0.01%
32
984
$5K ﹤0.01%
61
985
$5K ﹤0.01%
106
986
$5K ﹤0.01%
69
987
$5K ﹤0.01%
97
988
$5K ﹤0.01%
264
-286
989
$5K ﹤0.01%
735
990
$5K ﹤0.01%
260
991
$5K ﹤0.01%
102
+50
992
$5K ﹤0.01%
311
+1
993
$5K ﹤0.01%
35
994
$5K ﹤0.01%
21
995
$5K ﹤0.01%
110
996
$5K ﹤0.01%
89
997
$5K ﹤0.01%
177
998
$5K ﹤0.01%
33
999
$5K ﹤0.01%
100
1000
$5K ﹤0.01%
1,000
38 39
40
41 42