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
351
$18K 0.01%
800
352
$18K 0.01%
650
353
$18K 0.01%
600
354
$18K 0.01%
123
355
$17K 0.01%
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356
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357
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74
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358
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359
$17K 0.01%
260
360
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562
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361
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171
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362
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321
363
$17K 0.01%
357
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364
$17K 0.01%
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365
$16K 0.01%
8
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366
$16K 0.01%
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367
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368
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369
$16K 0.01%
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371
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372
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373
$16K 0.01%
91
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374
$16K 0.01%
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375
$16K 0.01%
2,470
13 14
15
16 17