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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
1051
$4K ﹤0.01%
69
-1
1052
$4K ﹤0.01%
95
1053
$4K ﹤0.01%
52
1054
$4K ﹤0.01%
61
+1
1055
$4K ﹤0.01%
29
1056
$3K ﹤0.01%
23
1057
$3K ﹤0.01%
71
1058
$3K ﹤0.01%
14
1059
$3K ﹤0.01%
+200
1060
$3K ﹤0.01%
29
1061
$3K ﹤0.01%
62
-55
1062
$3K ﹤0.01%
40
1063
$3K ﹤0.01%
31
1064
$3K ﹤0.01%
112
1065
$3K ﹤0.01%
38
1066
$3K ﹤0.01%
35
1067
$3K ﹤0.01%
709
1068
$3K ﹤0.01%
86
1069
$3K ﹤0.01%
39
1070
$3K ﹤0.01%
23
1071
$3K ﹤0.01%
30
1072
$3K ﹤0.01%
+38
1073
$3K ﹤0.01%
200
1074
$3K ﹤0.01%
8
1075
$3K ﹤0.01%
54
41 42
43
44 45