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
1226
$0 ﹤0.01%
+42
1227
– –
-99
1228
$0 ﹤0.01%
10
1229
$0 ﹤0.01%
1
1230
– –
-99
1231
$0 ﹤0.01%
3
1232
– –
-1,399
1233
$0 ﹤0.01%
49
1234
– –
-747
1235
– –
-500
1236
$0 ﹤0.01%
35
1237
– –
-10
1238
– –
-100
1239
$0 ﹤0.01%
2
1240
– –
-510
1241
$0 ﹤0.01%
2
1242
– –
-75
1243
– –
-16
1244
– –
-1,454
1245
$0 ﹤0.01%
3
1246
– –
-1,422
1247
– –
-128
1248
– –
-475
1249
$0 ﹤0.01%
11
1250
– –
0
48 49
50
51 52