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
326
$19K 0.01%
+2,500
327
$19K 0.01%
1,003
+1
328
$19K 0.01%
+550
329
$19K 0.01%
615
330
$19K 0.01%
650
+176
331
$19K 0.01%
256
332
$19K 0.01%
617
-150
333
$18K 0.01%
396
-886
334
$18K 0.01%
200
335
$18K 0.01%
422
-10
336
$18K 0.01%
552
-140
337
$18K 0.01%
300
338
$18K 0.01%
162
339
$18K 0.01%
1,718
340
$17K 0.01%
1,200
341
$17K 0.01%
348
-2,434
342
$17K 0.01%
+650
343
$17K 0.01%
300
+250
344
$16K 0.01%
500
345
$16K 0.01%
328
-353
346
$16K 0.01%
300
347
$16K 0.01%
530
348
$16K 0.01%
172
-161
349
$16K 0.01%
700
350
$16K 0.01%
+931
12 13
14
15 16