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
$174M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

Sector Composition

1 Healthcare 3.36%
2 Financials 3.19%
3 Technology 2.89%
4 Consumer Staples 2.57%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.03%
1,065
+11
227
$51K 0.03%
1,640
+1,565
228
$50K 0.03%
1,169
+2
229
$50K 0.03%
2,173
+17
230
$49K 0.03%
639
-373
231
$49K 0.03%
1,916
-3,604
232
$48K 0.03%
315
-4
233
$48K 0.03%
979
-7,310
234
$47K 0.03%
2,159
235
$47K 0.03%
699
+28
236
$47K 0.03%
584
-215
237
$46K 0.03%
452
238
$46K 0.03%
1,104
-96
239
$46K 0.03%
212
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240
$46K 0.03%
1,662
+177
241
$45K 0.03%
210
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242
$45K 0.03%
656
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623
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244
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941
245
$44K 0.03%
+1,680
246
$43K 0.02%
2,211
+1,821
247
$42K 0.02%
2,055
+1
248
$41K 0.02%
1,357
249
$41K 0.02%
1,800
+270
250
$41K 0.02%
1,550
8 9
10
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