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
1101
$3K ﹤0.01%
448
-899
1102
$2K ﹤0.01%
29
1103
$2K ﹤0.01%
400
1104
$2K ﹤0.01%
58
1105
$2K ﹤0.01%
20
1106
$2K ﹤0.01%
1,000
1107
$2K ﹤0.01%
14
1108
$2K ﹤0.01%
66
1109
$2K ﹤0.01%
56
1110
$2K ﹤0.01%
65
1111
$2K ﹤0.01%
51
1112
$2K ﹤0.01%
69
1113
$2K ﹤0.01%
155
-5,510
1114
$2K ﹤0.01%
60
1115
$2K ﹤0.01%
20
1116
$2K ﹤0.01%
26
1117
$2K ﹤0.01%
16
-350
1118
$2K ﹤0.01%
37
1119
$2K ﹤0.01%
25
-6,599
1120
$2K ﹤0.01%
20
1121
$2K ﹤0.01%
31
1122
$2K ﹤0.01%
9
1123
$2K ﹤0.01%
81
1124
$2K ﹤0.01%
66
1125
$2K ﹤0.01%
19
43 44
45
46 47