CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.98M
3
+$1.48M
4
UNP icon
Union Pacific
UNP
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.21M

Top Sells

1
+$2M
2
+$1.36M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$658K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$457K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 4.16%
3 Industrials 3.66%
4 Healthcare 3.3%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K 0.01%
218
352
$17K 0.01%
901
353
$17K 0.01%
542
354
$17K 0.01%
1,054
+550
355
$17K 0.01%
667
356
$17K 0.01%
165
357
$17K 0.01%
214
-136
358
$17K 0.01%
70
-141
359
$16K 0.01%
537
360
$16K 0.01%
178
-82
361
$16K 0.01%
423
+4
362
$16K 0.01%
150
+74
363
$16K 0.01%
220
+1
364
$16K 0.01%
400
365
$15K 0.01%
730
366
$15K 0.01%
260
367
$15K 0.01%
145
368
$15K 0.01%
438
369
$15K 0.01%
235
370
$15K 0.01%
800
-138
371
$15K 0.01%
300
+79
372
$15K 0.01%
404
373
$15K 0.01%
300
374
$14K 0.01%
273
-99
375
$14K 0.01%
157
13 14
15
16 17