CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
– –
-8,400
1277
$0 ﹤0.01%
1
1278
– –
-353
1279
$0 ﹤0.01%
2
1280
$0 ﹤0.01%
3
1281
$0 ﹤0.01%
1
1282
– –
-185
1283
$0 ﹤0.01%
7
1284
– –
-240
1285
– –
-1,500
1286
– –
-5,350
1287
– –
-4,228
1288
$0 ﹤0.01%
15
1289
– –
-5,291
1290
$0 ﹤0.01%
2
1291
– –
-39
1292
– –
-243
1293
– –
-1,182
1294
– –
-52
1295
– –
-600
1296
– –
-110
1297
$0 ﹤0.01%
20
1298
– –
-300
1299
– –
-356
1300
$0 ﹤0.01%
1,100
50 51
52
53 54