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
1151
$2K ﹤0.01%
3
1152
$2K ﹤0.01%
+34
1153
$2K ﹤0.01%
57
1154
$2K ﹤0.01%
59
1155
$2K ﹤0.01%
19
-47
1156
$2K ﹤0.01%
112
+1
1157
$2K ﹤0.01%
74
1158
$2K ﹤0.01%
211
1159
$2K ﹤0.01%
62
-1,022
1160
$2K ﹤0.01%
125
1161
$2K ﹤0.01%
71
1162
$1K ﹤0.01%
+10
1163
$1K ﹤0.01%
55
1164
$1K ﹤0.01%
52
1165
$1K ﹤0.01%
7
1166
$1K ﹤0.01%
53
1167
$1K ﹤0.01%
2
1168
$1K ﹤0.01%
39
-1,737
1169
$1K ﹤0.01%
12
1170
$1K ﹤0.01%
60
1171
$1K ﹤0.01%
9
1172
$1K ﹤0.01%
64
1173
$1K ﹤0.01%
50
1174
$1K ﹤0.01%
21
1175
$1K ﹤0.01%
11
45 46
47
48 49