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
1126
$2K ﹤0.01%
30
1127
$2K ﹤0.01%
25
1128
$2K ﹤0.01%
52
1129
$2K ﹤0.01%
26
-54
1130
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16
1131
$2K ﹤0.01%
+135
1132
$2K ﹤0.01%
120
1133
$2K ﹤0.01%
135
1134
$2K ﹤0.01%
51
1135
$2K ﹤0.01%
+325
1136
$2K ﹤0.01%
25
1137
$2K ﹤0.01%
11
1138
$2K ﹤0.01%
14
1139
$2K ﹤0.01%
11
-139
1140
$2K ﹤0.01%
53
1141
$2K ﹤0.01%
86
1142
$2K ﹤0.01%
14
1143
$2K ﹤0.01%
1,048
1144
$2K ﹤0.01%
+40
1145
$2K ﹤0.01%
30
-1,180
1146
$2K ﹤0.01%
+68
1147
$2K ﹤0.01%
+103
1148
$2K ﹤0.01%
151
+1
1149
$2K ﹤0.01%
200
1150
$2K ﹤0.01%
38
44 45
46
47 48