We are live on ! Find out more
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
1201
$1K ﹤0.01%
50
1202
$1K ﹤0.01%
50
1203
$1K ﹤0.01%
+32
1204
$1K ﹤0.01%
34
1205
$1K ﹤0.01%
25
1206
$1K ﹤0.01%
45
1207
$1K ﹤0.01%
+47
1208
$1K ﹤0.01%
86
1209
$1K ﹤0.01%
91
1210
$1K ﹤0.01%
22
1211
$1K ﹤0.01%
21
1212
$1K ﹤0.01%
11
1213
$1K ﹤0.01%
19
1214
$1K ﹤0.01%
+10
1215
$1K ﹤0.01%
55
1216
$1K ﹤0.01%
52
1217
$1K ﹤0.01%
7
1218
$1K ﹤0.01%
53
1219
$1K ﹤0.01%
119
1220
$0 ﹤0.01%
2
1221
– –
-239
1222
– –
-40
1223
$0 ﹤0.01%
17
-686
1224
– –
-1,457
1225
$0 ﹤0.01%
1
47 48
49
50 51