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
1151
$2K ﹤0.01%
3
1152
$2K ﹤0.01%
+34
1153
$2K ﹤0.01%
57
1154
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19
-47
1156
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112
+1
1157
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74
1158
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211
1159
$2K ﹤0.01%
62
-1,022
1160
$2K ﹤0.01%
125
1161
$2K ﹤0.01%
71
1162
$1K ﹤0.01%
2
1163
$1K ﹤0.01%
39
-1,737
1164
$1K ﹤0.01%
12
1165
$1K ﹤0.01%
60
1166
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9
1167
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1168
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1169
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+10
1170
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1171
$1K ﹤0.01%
52
1172
$1K ﹤0.01%
7
1173
$1K ﹤0.01%
53
1174
$1K ﹤0.01%
64
1175
$1K ﹤0.01%
50
45 46
47
48 49