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 Core Total USD Bond Market 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
1201
$1K ﹤0.01%
17
1202
$1K ﹤0.01%
30
1203
$1K ﹤0.01%
26
1204
$1K ﹤0.01%
69
1205
$1K ﹤0.01%
35
1206
$1K ﹤0.01%
33
1207
$1K ﹤0.01%
50
1208
$1K ﹤0.01%
50
1209
$1K ﹤0.01%
+32
1210
$1K ﹤0.01%
34
1211
$1K ﹤0.01%
25
1212
$1K ﹤0.01%
45
1213
$1K ﹤0.01%
+47
1214
$1K ﹤0.01%
86
1215
$1K ﹤0.01%
91
1216
$1K ﹤0.01%
22
1217
$1K ﹤0.01%
21
1218
$1K ﹤0.01%
11
1219
$1K ﹤0.01%
19
1220
– –
-40
1221
$0 ﹤0.01%
17
-686
1222
– –
-1,457
1223
$0 ﹤0.01%
1
1224
– –
-385
1225
$0 ﹤0.01%
+42
47 48
49
50 51