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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.61M
3
+$1.28M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.37M
2
+$1.03M
3
+$549K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$533K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$494K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.03%
1,435
+5
227
$49K 0.03%
825
228
$48K 0.03%
1,043
-3,105
229
$47K 0.03%
452
+152
230
$47K 0.03%
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231
$46K 0.03%
1,367
+822
232
$46K 0.03%
2,050
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233
$45K 0.03%
289
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234
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880
235
$44K 0.03%
1,528
-2,979
236
$44K 0.03%
+1,522
237
$44K 0.03%
391
+42
238
$43K 0.03%
4,850
-2,000
239
$43K 0.03%
1,224
+610
240
$43K 0.03%
485
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241
$41K 0.03%
433
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242
$40K 0.03%
668
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243
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244
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245
$40K 0.03%
1,350
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246
$39K 0.03%
1,000
247
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500
248
$39K 0.03%
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249
$39K 0.03%
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250
$39K 0.03%
171
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8 9
10
11 12