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
201
$330K 0.07%
5,356
+224
202
$330K 0.07%
3,154
+942
203
$329K 0.07%
1,613
-66
204
$329K 0.07%
7,496
+231
205
$323K 0.07%
11,474
-1,340
206
$320K 0.07%
5,165
-240
207
$319K 0.07%
941
-94
208
$315K 0.07%
3,571
+191
209
$314K 0.07%
1,383
210
$304K 0.06%
27,185
+955
211
$304K 0.06%
901
+563
212
$300K 0.06%
795
-22
213
$300K 0.06%
2,505
+628
214
$300K 0.06%
840
+21
215
$300K 0.06%
4,785
+167
216
$299K 0.06%
2,705
+4
217
$292K 0.06%
5,196
+491
218
$288K 0.06%
5,008
+345
219
$287K 0.06%
6,125
+2,772
220
$284K 0.06%
2,955
221
$277K 0.06%
1,275
-9
222
$275K 0.06%
1,542
-26
223
$266K 0.06%
1,509
-216
224
$260K 0.06%
5,579
+651
225
$259K 0.06%
1,108
+34
7 8
9
10 11