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
276
$30K 0.02%
477
-945
277
$30K 0.02%
500
278
$30K 0.02%
+1,335
279
$30K 0.02%
337
280
$29K 0.02%
1,250
-1,250
281
$29K 0.02%
415
-37
282
$29K 0.02%
1,440
+6
283
$29K 0.02%
524
+112
284
$28K 0.02%
118
285
$28K 0.02%
967
286
$28K 0.02%
151
287
$28K 0.02%
325
+300
288
$28K 0.02%
486
+350
289
$27K 0.02%
225
-95
290
$27K 0.02%
173
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291
$27K 0.02%
397
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292
$27K 0.02%
421
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293
$27K 0.02%
715
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294
$26K 0.02%
378
295
$26K 0.02%
249
296
$26K 0.02%
1,200
+27
297
$26K 0.02%
+126
298
$26K 0.02%
347
-288
299
$25K 0.02%
317
300
$25K 0.02%
450
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