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
276
$30K 0.02%
532
-187
277
$29K 0.02%
625
+70
278
$29K 0.02%
1,050
279
$29K 0.02%
510
-24
280
$29K 0.02%
892
-484
281
$28K 0.02%
422
+250
282
$28K 0.02%
1,628
+6
283
$28K 0.02%
+1,106
284
$28K 0.02%
530
+3
285
$28K 0.02%
330
286
$27K 0.02%
362
287
$27K 0.02%
840
288
$26K 0.02%
350
-30
289
$26K 0.02%
1,150
+947
290
$26K 0.02%
800
291
$26K 0.02%
967
-1,933
292
$26K 0.02%
525
-1,740
293
$26K 0.02%
350
294
$26K 0.02%
1,083
+81
295
$26K 0.02%
1,100
+311
296
$25K 0.02%
+4,219
297
$25K 0.02%
1,000
298
$25K 0.02%
64
-533
299
$24K 0.02%
405
300
$24K 0.02%
762
10 11
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