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
376
$12K 0.01%
150
377
$12K 0.01%
+462
378
$12K 0.01%
241
-60
379
$12K 0.01%
+480
380
$12K 0.01%
1,000
381
$12K 0.01%
20
382
$12K 0.01%
300
383
$12K 0.01%
500
384
$12K 0.01%
+200
385
$12K 0.01%
372
386
$12K 0.01%
109
+76
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
-45
395
$10K 0.01%
+221
396
$10K 0.01%
901
397
$10K 0.01%
+340
398
$10K 0.01%
75
+45
399
$10K 0.01%
200
-224
400
$10K 0.01%
+292
14 15
16
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