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
1276
– –
-5,350
1277
– –
-4,228
1278
$0 ﹤0.01%
15
1279
– –
-5,291
1280
$0 ﹤0.01%
2
1281
– –
-39
1282
– –
-243
1283
– –
-1,182
1284
– –
-52
1285
– –
-600
1286
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-110
1287
$0 ﹤0.01%
20
1288
– –
-300
1289
– –
-356
1290
$0 ﹤0.01%
1,100
1291
$0 ﹤0.01%
26
1292
– –
-1,130
1293
– –
0
1294
– –
-4
1295
– –
-250
1296
– –
0
1297
– –
-760
1298
– –
-35
1299
$0 ﹤0.01%
12
1300
$0 ﹤0.01%
16
50 51
52
53 54