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
1051
$4K ﹤0.01%
+1
1052
$4K ﹤0.01%
34
1053
$4K ﹤0.01%
16
1054
$4K ﹤0.01%
570
1055
$4K ﹤0.01%
128
1056
$3K ﹤0.01%
115
1057
$3K ﹤0.01%
23
1058
$3K ﹤0.01%
71
1059
$3K ﹤0.01%
14
1060
$3K ﹤0.01%
+200
1061
$3K ﹤0.01%
59
1062
$3K ﹤0.01%
13
1063
$3K ﹤0.01%
+49
1064
$3K ﹤0.01%
28
-50
1065
$3K ﹤0.01%
130
1066
$3K ﹤0.01%
29
1067
$3K ﹤0.01%
62
-55
1068
$3K ﹤0.01%
40
1069
$3K ﹤0.01%
31
1070
$3K ﹤0.01%
112
1071
$3K ﹤0.01%
38
1072
$3K ﹤0.01%
35
1073
$3K ﹤0.01%
709
1074
$3K ﹤0.01%
86
1075
$3K ﹤0.01%
39
41 42
43
44 45