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
1276
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-300
1277
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1278
$0 ﹤0.01%
1,100
1279
$0 ﹤0.01%
26
1280
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-1,130
1281
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0
1282
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-4
1283
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-250
1284
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0
1285
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-760
1286
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$0 ﹤0.01%
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1288
$0 ﹤0.01%
16
1289
$0 ﹤0.01%
1
-2
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$0 ﹤0.01%
5
1291
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1292
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0
1293
$0 ﹤0.01%
5
1294
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-768
1295
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-2,028
1296
– –
-1,500
1297
$0 ﹤0.01%
2
1298
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1299
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-58
1300
$0 ﹤0.01%
10
50 51
52
53 54