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
176
$394K 0.08%
4,124
+192
177
$388K 0.08%
1,473
+154
178
$383K 0.08%
4,475
+57
179
$380K 0.08%
2,976
-947
180
$380K 0.08%
7,917
+480
181
$378K 0.08%
4,758
+56
182
$375K 0.08%
4,294
+29
183
$375K 0.08%
1,071
+3
184
$373K 0.08%
8,851
+220
185
$369K 0.08%
9,073
-3,464
186
$369K 0.08%
1,835
-95
187
$369K 0.08%
4,322
+222
188
$366K 0.08%
6,334
-2,101
189
$364K 0.08%
10,720
+1,970
190
$359K 0.08%
8,921
-1,263
191
$359K 0.08%
3,292
-362
192
$357K 0.08%
3,555
-7,179
193
$355K 0.08%
4,650
-5,305
194
$353K 0.08%
7,568
-97
195
$353K 0.08%
16,150
+211
196
$352K 0.08%
3,446
-73
197
$348K 0.07%
2,944
+318
198
$347K 0.07%
2,463
+853
199
$337K 0.07%
6,761
-5,198
200
$337K 0.07%
1,720
+1,312
6 7
8
9 10