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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
– –
-356
1277
$0 ﹤0.01%
1,100
1278
$0 ﹤0.01%
26
1279
– –
-1,130
1280
– –
0
1281
– –
-4
1282
– –
-250
1283
– –
0
1284
– –
-760
1285
– –
-35
1286
$0 ﹤0.01%
12
1287
$0 ﹤0.01%
16
1288
$0 ﹤0.01%
1
-2
1289
$0 ﹤0.01%
5
1290
– –
-23
1291
– –
0
1292
– –
0
1293
$0 ﹤0.01%
26
1294
– –
-768
1295
– –
-2,028
1296
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-1
1297
– –
-58
1298
$0 ﹤0.01%
10
1299
– –
0
1300
$0 ﹤0.01%
5
50 51
52
53 54