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
251
$40K 0.03%
453
252
$40K 0.03%
600
253
$40K 0.03%
1,734
-114
254
$39K 0.03%
+2,247
255
$39K 0.03%
1,395
+1,083
256
$39K 0.03%
+10,350
257
$38K 0.03%
289
-16
258
$37K 0.03%
888
259
$37K 0.03%
1,076
-550
260
$36K 0.03%
163
261
$35K 0.03%
983
+10
262
$35K 0.03%
800
263
$35K 0.03%
257
-33
264
$34K 0.02%
319
+19
265
$34K 0.02%
564
+3
266
$34K 0.02%
1,034
+410
267
$33K 0.02%
570
-2,514
268
$33K 0.02%
407
-115
269
$33K 0.02%
813
270
$32K 0.02%
+1,000
271
$32K 0.02%
1,064
+320
272
$31K 0.02%
1,000
273
$31K 0.02%
273
-23
274
$30K 0.02%
338
275
$30K 0.02%
1,600
+1,365
9 10
11
12 13