We are live on ! Find out more
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
1326
– –
-48
1327
– –
-6,822
1328
– –
-412
1329
– –
-75
1330
$0 ﹤0.01%
2
1331
– –
-51
1332
– –
-33
1333
– –
-89
1334
– –
-1
1335
– –
-770
1336
– –
-8,400
1337
– –
-99
1338
– –
-1,500
1339
$0 ﹤0.01%
2
1340
$0 ﹤0.01%
2
1341
– –
-150
1342
$0 ﹤0.01%
10
1343
$0 ﹤0.01%
2
1344
$0 ﹤0.01%
44
1345
$0 ﹤0.01%
6
1346
– –
-1
1347
– –
-220
1348
– –
-566
1349
$0 ﹤0.01%
3
50 51 52 53
54