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
1251
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0
1252
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1253
$0 ﹤0.01%
5
1254
$0 ﹤0.01%
31
-2
1255
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-8,400
1256
$0 ﹤0.01%
1
1257
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-353
1258
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2
1259
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3
1260
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1261
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-185
1262
$0 ﹤0.01%
7
1263
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-240
1264
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-1,500
1265
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-5,350
1266
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1267
$0 ﹤0.01%
15
1268
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-5,291
1269
$0 ﹤0.01%
2
1270
– –
-39
1271
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1272
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-1,182
1273
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-52
1274
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-600
1275
– –
-110
49 50
51
52 53