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
326
$21K 0.01%
2,016
+1,177
327
$21K 0.01%
181
328
$21K 0.01%
644
329
$21K 0.01%
745
+10
330
$21K 0.01%
320
331
$20K 0.01%
278
-100
332
$20K 0.01%
575
333
$20K 0.01%
415
334
$20K 0.01%
422
335
$20K 0.01%
198
+1
336
$20K 0.01%
930
+480
337
$20K 0.01%
358
+4
338
$20K 0.01%
1,051
+401
339
$20K 0.01%
5,084
+2,348
340
$19K 0.01%
1,200
341
$19K 0.01%
824
+1
342
$19K 0.01%
600
343
$19K 0.01%
322
344
$19K 0.01%
87
-109
345
$19K 0.01%
116
-399
346
$19K 0.01%
1,342
+200
347
$19K 0.01%
220
-297
348
$19K 0.01%
289
349
$19K 0.01%
673
-608
350
$18K 0.01%
304
-49
12 13
14
15 16