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
351
$16K 0.01%
937
352
$15K 0.01%
475
-37
353
$15K 0.01%
730
354
$15K 0.01%
405
-1,082
355
$15K 0.01%
738
356
$15K 0.01%
213
-29
357
$15K 0.01%
300
358
$15K 0.01%
688
359
$15K 0.01%
145
-75
360
$15K 0.01%
950
-730
361
$15K 0.01%
235
+206
362
$14K 0.01%
157
363
$14K 0.01%
967
364
$14K 0.01%
120
-45
365
$14K 0.01%
251
366
$14K 0.01%
165
+9
367
$14K 0.01%
234
368
$14K 0.01%
750
369
$14K 0.01%
748
-1,787
370
$14K 0.01%
650
371
$13K 0.01%
404
372
$13K 0.01%
289
-160
373
$13K 0.01%
+218
374
$13K 0.01%
244
375
$12K 0.01%
194
-135
13 14
15
16 17