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
401
$10K 0.01%
92
+1
402
$10K 0.01%
397
-226
403
$10K 0.01%
+287
404
$10K 0.01%
1,500
405
$10K 0.01%
270
406
$10K 0.01%
1,400
407
$10K 0.01%
594
+5
408
$9K 0.01%
566
409
$9K 0.01%
+130
410
$9K 0.01%
338
+96
411
$9K 0.01%
400
412
$9K 0.01%
325
+75
413
$9K 0.01%
237
-558
414
$9K 0.01%
312
-3,372
415
$9K 0.01%
107
416
$9K 0.01%
79
-1,091
417
$9K 0.01%
43
418
$9K 0.01%
200
419
$9K 0.01%
500
420
$9K 0.01%
3
421
$9K 0.01%
450
422
$8K 0.01%
326
+1
423
$8K 0.01%
44
424
$8K 0.01%
135
+35
425
$8K 0.01%
135
+70
15 16
17
18 19