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
1076
$3K ﹤0.01%
130
1077
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29
1078
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62
-55
1079
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40
1080
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1081
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1082
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1083
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1084
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709
1085
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1086
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1087
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1089
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+38
1090
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200
1091
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8
1092
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1093
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1094
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1095
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1096
$3K ﹤0.01%
25
-35
1097
$3K ﹤0.01%
86
+1
1098
$3K ﹤0.01%
60
1099
$3K ﹤0.01%
1,699
1100
$3K ﹤0.01%
6
42 43
44
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