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
976
$5K ﹤0.01%
144
977
$5K ﹤0.01%
464
978
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77
979
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25
980
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+30
981
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63
982
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34
983
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32
984
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61
985
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295
986
$5K ﹤0.01%
105
987
$5K ﹤0.01%
106
988
$5K ﹤0.01%
69
989
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97
990
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264
-286
991
$5K ﹤0.01%
735
992
$5K ﹤0.01%
260
993
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102
+50
994
$5K ﹤0.01%
311
+1
995
$5K ﹤0.01%
35
996
$5K ﹤0.01%
21
997
$5K ﹤0.01%
110
998
$5K ﹤0.01%
89
999
$5K ﹤0.01%
177
1000
$5K ﹤0.01%
33
38 39
40
41 42