CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 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
1176
$1K ﹤0.01%
12
1177
$1K ﹤0.01%
39
-1,828
1178
$1K ﹤0.01%
23
1179
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24
1180
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89
1181
$1K ﹤0.01%
7
1182
$1K ﹤0.01%
450
1183
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31
1184
$1K ﹤0.01%
22
1185
$1K ﹤0.01%
+9
1186
$1K ﹤0.01%
46
1187
$1K ﹤0.01%
27
1188
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17
1189
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81
1190
$1K ﹤0.01%
11
1191
$1K ﹤0.01%
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1192
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1193
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60
1194
$1K ﹤0.01%
4
1195
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109
1196
$1K ﹤0.01%
17
1197
$1K ﹤0.01%
18
1198
$1K ﹤0.01%
30
1199
$1K ﹤0.01%
6
1200
$1K ﹤0.01%
8
46 47
48
49 50