CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$1.71M
2
+$1.38M
3
+$1.36M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$957K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$801K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$1.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$984K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$950K

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%
970
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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
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265
$34K 0.02%
1,395
266
$34K 0.02%
1,335
267
$34K 0.02%
3,360
+1,808
268
$34K 0.02%
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269
$34K 0.02%
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270
$33K 0.02%
463
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271
$33K 0.02%
1,083
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272
$33K 0.02%
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273
$32K 0.02%
213
-76
274
$32K 0.02%
+1,120
275
$32K 0.02%
962
-29,539
9 10
11
12 13