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
1076
$3K ﹤0.01%
23
1077
$3K ﹤0.01%
30
1078
$3K ﹤0.01%
+38
1079
$3K ﹤0.01%
200
1080
$3K ﹤0.01%
8
1081
$3K ﹤0.01%
54
1082
$3K ﹤0.01%
145
1083
$3K ﹤0.01%
23
1084
$3K ﹤0.01%
22
1085
$3K ﹤0.01%
25
-35
1086
$3K ﹤0.01%
86
+1
1087
$3K ﹤0.01%
60
1088
$3K ﹤0.01%
7
1089
$3K ﹤0.01%
51
1090
$3K ﹤0.01%
37
1091
$3K ﹤0.01%
11
1092
$3K ﹤0.01%
24
1093
$3K ﹤0.01%
533
1094
$3K ﹤0.01%
13
1095
$3K ﹤0.01%
162
1096
$3K ﹤0.01%
15
1097
$3K ﹤0.01%
+64
1098
$3K ﹤0.01%
50
1099
$3K ﹤0.01%
1,699
1100
$3K ﹤0.01%
6
42 43
44
45 46