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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.61M
3
+$1.28M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.37M
2
+$1.03M
3
+$549K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$533K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$494K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17K 0.01%
644
-100
352
$17K 0.01%
+2,504
353
$17K 0.01%
3,500
354
$17K 0.01%
931
355
$17K 0.01%
2,057
+99
356
$16K 0.01%
475
357
$16K 0.01%
350
+251
358
$16K 0.01%
600
-138
359
$16K 0.01%
800
-3,000
360
$16K 0.01%
311
+1
361
$16K 0.01%
122
362
$16K 0.01%
289
-1,938
363
$16K 0.01%
235
364
$16K 0.01%
1,450
+200
365
$15K 0.01%
100
366
$15K 0.01%
300
367
$15K 0.01%
1,531
+731
368
$15K 0.01%
45
-46
369
$15K 0.01%
730
370
$15K 0.01%
260
371
$15K 0.01%
107
-200
372
$15K 0.01%
300
373
$15K 0.01%
145
374
$15K 0.01%
400
375
$15K 0.01%
441
+241
13 14
15
16 17