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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
1301
– –
-520
1302
– –
-2,000
1303
– –
-1
1304
$0 ﹤0.01%
7
1305
– –
-321
1306
$0 ﹤0.01%
6
1307
$0 ﹤0.01%
3
1308
– –
-400
1309
$0 ﹤0.01%
4
1310
$0 ﹤0.01%
10
1311
– –
-3,483
1312
– –
-7
1313
– –
-1,572
1314
– –
-165
1315
– –
-372
1316
– –
-240
1317
$0 ﹤0.01%
54
1318
$0 ﹤0.01%
304
1319
$0 ﹤0.01%
20
1320
– –
-393
1321
– –
-42
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$0 ﹤0.01%
3
1323
$0 ﹤0.01%
1
1324
– –
-1,438
1325
– –
-20
50 51 52
53
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