CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$3.03M
2
+$2.49M
3
+$1.75M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.54M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.44M

Top Sells

1
+$2.02M
2
+$1.64M
3
+$1.59M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$842K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$771K

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
126
$652K 0.14%
4,061
-26
127
$646K 0.14%
3,828
+105
128
$646K 0.14%
3,124
+1,033
129
$644K 0.14%
7,030
+33
130
$640K 0.14%
2,759
-92
131
$621K 0.13%
7,506
+1,008
132
$600K 0.13%
3,173
-106
133
$579K 0.12%
+28,653
134
$556K 0.12%
8,712
-416
135
$551K 0.12%
2,166
+15
136
$550K 0.12%
6,381
+2,323
137
$548K 0.12%
9,402
-150
138
$541K 0.12%
+24,485
139
$534K 0.11%
2,322
+2,032
140
$531K 0.11%
14,003
+2,351
141
$530K 0.11%
66,867
+66,424
142
$527K 0.11%
3,350
-50
143
$523K 0.11%
3,187
-21
144
$501K 0.11%
4,678
+3,355
145
$496K 0.11%
4,233
+1,225
146
$496K 0.11%
4,073
+1,115
147
$493K 0.11%
2,254
+12
148
$488K 0.1%
2,906
-1,640
149
$486K 0.1%
29,356
-2,547
150
$480K 0.1%
5,224
-8,389
4 5
6
7 8