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
251
$39K 0.03%
231
+100
252
$38K 0.02%
355
+52
253
$37K 0.02%
3,321
-7,412
254
$37K 0.02%
273
255
$37K 0.02%
296
+1
256
$36K 0.02%
715
+365
257
$36K 0.02%
2,048
-299
258
$36K 0.02%
516
+102
259
$36K 0.02%
+1,518
260
$35K 0.02%
800
261
$35K 0.02%
678
+477
262
$35K 0.02%
650
+450
263
$35K 0.02%
632
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264
$35K 0.02%
400
265
$35K 0.02%
729
-3,625
266
$35K 0.02%
257
-1,178
267
$35K 0.02%
738
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268
$33K 0.02%
2,900
269
$33K 0.02%
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270
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1,000
271
$33K 0.02%
525
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272
$32K 0.02%
690
+1
273
$32K 0.02%
792
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274
$31K 0.02%
2,459
275
$30K 0.02%
395
9 10
11
12 13