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
$139M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.25M
3
+$3.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.71M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.29M

Top Sells

1
+$3.54M
2
+$3.25M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.99M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.93M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.03%
3 Healthcare 4.01%
4 Industrials 3.68%
5 Energy 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.04%
+1,279
227
$54K 0.04%
1,000
228
$53K 0.04%
660
-224
229
$53K 0.04%
9,456
-16,000
230
$52K 0.04%
1,650
231
$51K 0.04%
+1,202
232
$51K 0.04%
619
+438
233
$51K 0.04%
316
-54
234
$50K 0.04%
5,850
+600
235
$50K 0.04%
550
236
$49K 0.04%
716
237
$49K 0.04%
+625
238
$49K 0.04%
741
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239
$48K 0.03%
2,200
240
$48K 0.03%
1,267
+11
241
$48K 0.03%
387
242
$46K 0.03%
719
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243
$46K 0.03%
800
244
$46K 0.03%
757
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245
$45K 0.03%
755
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246
$44K 0.03%
2,280
+280
247
$43K 0.03%
825
248
$42K 0.03%
612
249
$42K 0.03%
1,000
250
$41K 0.03%
1,008
8 9
10
11 12