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