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
301
$24K 0.02%
1,200
-1,940
302
$24K 0.02%
550
303
$23K 0.02%
1,168
304
$23K 0.02%
717
305
$23K 0.02%
309
-134
306
$22K 0.02%
675
+621
307
$22K 0.02%
114
308
$22K 0.02%
1,653
309
$22K 0.02%
426
310
$22K 0.02%
400
311
$22K 0.02%
317
+290
312
$22K 0.02%
425
313
$21K 0.02%
870
+345
314
$21K 0.02%
325
315
$21K 0.02%
145
316
$21K 0.02%
296
+164
317
$21K 0.02%
1,406
-994
318
$20K 0.01%
+391
319
$20K 0.01%
750
+708
320
$20K 0.01%
200
321
$20K 0.01%
249
322
$20K 0.01%
400
323
$20K 0.01%
1,350
324
$20K 0.01%
119
325
$20K 0.01%
+766
11 12
13
14 15