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
401
$12K 0.01%
186
+72
402
$12K 0.01%
688
403
$12K 0.01%
252
404
$12K 0.01%
688
-118
405
$12K 0.01%
+278
406
$12K 0.01%
675
+525
407
$12K 0.01%
+913
408
$12K 0.01%
193
+64
409
$12K 0.01%
2,470
+2,358
410
$12K 0.01%
+560
411
$11K 0.01%
225
412
$11K 0.01%
138
413
$11K 0.01%
+331
414
$11K 0.01%
+134
415
$11K 0.01%
374
+3
416
$11K 0.01%
243
417
$11K 0.01%
150
+100
418
$11K 0.01%
107
419
$11K 0.01%
147
+13
420
$11K 0.01%
181
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421
$11K 0.01%
787
422
$11K 0.01%
+2,626
423
$10K 0.01%
69
+54
424
$10K 0.01%
163
425
$10K 0.01%
543
-69
15 16
17
18 19