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
251
$39K 0.02%
4,350
252
$39K 0.02%
1,278
253
$39K 0.02%
633
+1
254
$38K 0.02%
935
+5
255
$38K 0.02%
325
256
$37K 0.02%
3,250
-450
257
$37K 0.02%
951
-30
258
$37K 0.02%
651
+1
259
$36K 0.02%
97
+27
260
$36K 0.02%
1,534
-24
261
$36K 0.02%
1,015
262
$35K 0.02%
724
263
$35K 0.02%
+918
264
$34K 0.02%
429
+84
265
$34K 0.02%
1,395
266
$34K 0.02%
1,335
267
$34K 0.02%
3,360
+1,808
268
$34K 0.02%
4,787
+2,156
269
$34K 0.02%
475
-50
270
$33K 0.02%
463
+129
271
$33K 0.02%
1,083
+5
272
$33K 0.02%
1,000
273
$32K 0.02%
213
-76
274
$32K 0.02%
+1,120
275
$32K 0.02%
962
-29,539
9 10
11
12 13