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
301
$25K 0.02%
405
302
$25K 0.02%
+988
303
$25K 0.02%
436
-18
304
$24K 0.02%
185
+176
305
$24K 0.02%
532
306
$24K 0.02%
+600
307
$24K 0.02%
420
+100
308
$23K 0.01%
1,200
309
$23K 0.01%
+170
310
$23K 0.01%
197
+1
311
$23K 0.01%
296
312
$23K 0.01%
287
-23
313
$22K 0.01%
332
-299
314
$22K 0.01%
557
+2
315
$22K 0.01%
206
316
$21K 0.01%
700
317
$21K 0.01%
916
+625
318
$21K 0.01%
440
+200
319
$21K 0.01%
1,350
320
$21K 0.01%
1,700
+1,450
321
$21K 0.01%
338
+1
322
$21K 0.01%
+415
323
$21K 0.01%
425
324
$20K 0.01%
3,656
325
$20K 0.01%
822
11 12
13
14 15