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
276
$31K 0.02%
215
+100
277
$31K 0.02%
736
-3,710
278
$31K 0.02%
301
+3
279
$31K 0.02%
1,958
+919
280
$31K 0.02%
505
281
$30K 0.02%
495
+55
282
$30K 0.02%
263
-222
283
$30K 0.02%
618
-18,618
284
$30K 0.02%
2,459
285
$30K 0.02%
836
+451
286
$29K 0.02%
450
287
$29K 0.02%
1,254
+27
288
$29K 0.02%
60
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289
$29K 0.02%
700
-300
290
$29K 0.02%
254
+244
291
$29K 0.02%
486
292
$28K 0.02%
85
293
$28K 0.02%
216
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294
$28K 0.02%
118
295
$28K 0.02%
202
+1
296
$28K 0.02%
2,775
+525
297
$27K 0.02%
881
-650
298
$27K 0.02%
317
299
$27K 0.02%
190
-35
300
$27K 0.02%
653
-22,801
10 11
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