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
301
$26K 0.01%
494
+2
302
$26K 0.01%
260
+220
303
$26K 0.01%
+1,705
304
$26K 0.01%
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305
$25K 0.01%
249
306
$25K 0.01%
532
307
$25K 0.01%
559
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308
$25K 0.01%
3,560
-41,200
309
$25K 0.01%
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+11
310
$25K 0.01%
132
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311
$23K 0.01%
339
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312
$23K 0.01%
700
313
$23K 0.01%
565
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314
$23K 0.01%
208
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315
$23K 0.01%
838
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316
$23K 0.01%
226
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317
$22K 0.01%
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318
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$22K 0.01%
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2,000
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322
$22K 0.01%
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323
$21K 0.01%
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324
$21K 0.01%
2,232
-119
325
$21K 0.01%
900
11 12
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