CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
926
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M

Top Sells

1
+$3.49M
2
+$3.24M
3
+$3.23M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.97M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.9M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.02%
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
376
$12K 0.01%
194
-135
377
$12K 0.01%
150
378
$12K 0.01%
+462
379
$12K 0.01%
241
-60
380
$12K 0.01%
+480
381
$12K 0.01%
1,000
382
$12K 0.01%
20
383
$12K 0.01%
300
384
$12K 0.01%
500
385
$12K 0.01%
+200
386
$12K 0.01%
372
387
$11K 0.01%
+138
388
$11K 0.01%
380
+130
389
$11K 0.01%
208
+87
390
$11K 0.01%
252
391
$11K 0.01%
228
-2,777
392
$11K 0.01%
101
-1,375
393
$11K 0.01%
787
394
$11K 0.01%
206
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395
$10K 0.01%
+221
396
$10K 0.01%
901
397
$10K 0.01%
92
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398
$10K 0.01%
397
-226
399
$10K 0.01%
+287
400
$10K 0.01%
1,500
14 15
16
17 18