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
101
$805K 0.17%
13,747
+1,502
102
$804K 0.17%
18,370
-260
103
$802K 0.17%
3,019
-30
104
$800K 0.17%
8,423
+1,387
105
$795K 0.17%
24,294
+267
106
$794K 0.17%
12,045
-2,177
107
$791K 0.17%
21,231
-3,194
108
$789K 0.17%
60,440
-1,280
109
$764K 0.16%
11,024
-7,718
110
$754K 0.16%
6,928
-6
111
$749K 0.16%
4,867
+6
112
$749K 0.16%
4,136
+49
113
$747K 0.16%
3,211
+374
114
$738K 0.16%
22,293
+4,025
115
$730K 0.16%
6,631
+5,193
116
$724K 0.15%
3,254
+1,746
117
$707K 0.15%
13,151
+6,115
118
$693K 0.15%
8,448
-76
119
$691K 0.15%
10,085
+1,418
120
$690K 0.15%
31,748
-39
121
$684K 0.15%
4,913
-1,115
122
$681K 0.15%
37,589
+14,257
123
$675K 0.14%
21,877
+1,062
124
$669K 0.14%
2,742
+2,741
125
$669K 0.14%
5,265
+324
3 4
5
6 7