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
1026
$4K ﹤0.01%
+72
1027
$4K ﹤0.01%
123
1028
$4K ﹤0.01%
12
1029
$4K ﹤0.01%
95
1030
$4K ﹤0.01%
84
1031
$4K ﹤0.01%
55
1032
$4K ﹤0.01%
7
1033
$4K ﹤0.01%
15
1034
$4K ﹤0.01%
80
1035
$4K ﹤0.01%
15
1036
$4K ﹤0.01%
42
1037
$4K ﹤0.01%
110
1038
$4K ﹤0.01%
73
1039
$4K ﹤0.01%
66
1040
$4K ﹤0.01%
66
1041
$4K ﹤0.01%
89
1042
$4K ﹤0.01%
69
-1
1043
$4K ﹤0.01%
95
1044
$4K ﹤0.01%
52
1045
$4K ﹤0.01%
61
+1
1046
$4K ﹤0.01%
29
1047
$4K ﹤0.01%
50
1048
$4K ﹤0.01%
14
1049
$4K ﹤0.01%
40
1050
$4K ﹤0.01%
150
40 41
42
43 44