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
1001
$5K ﹤0.01%
100
1002
$5K ﹤0.01%
1,000
1003
$5K ﹤0.01%
52
1004
$5K ﹤0.01%
29
1005
$4K ﹤0.01%
2,000
1006
$4K ﹤0.01%
32
1007
$4K ﹤0.01%
216
1008
$4K ﹤0.01%
28
1009
$4K ﹤0.01%
83
-178
1010
$4K ﹤0.01%
49
1011
$4K ﹤0.01%
67
1012
$4K ﹤0.01%
59
1013
$4K ﹤0.01%
41
1014
$4K ﹤0.01%
48
1015
$4K ﹤0.01%
241
1016
$4K ﹤0.01%
150
1017
$4K ﹤0.01%
80
1018
$4K ﹤0.01%
26
1019
$4K ﹤0.01%
132
1020
$4K ﹤0.01%
108
1021
$4K ﹤0.01%
324
1022
$4K ﹤0.01%
16
1023
$4K ﹤0.01%
75
1024
$4K ﹤0.01%
10
1025
$4K ﹤0.01%
200
39 40
41
42 43