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
426
$8K 0.01%
75
427
$8K 0.01%
100
428
$8K 0.01%
1,008
429
$8K 0.01%
134
-27
430
$8K 0.01%
356
+154
431
$8K 0.01%
456
+288
432
$8K 0.01%
306
-1
433
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+76
434
$8K 0.01%
129
435
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95
436
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+850
437
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+200
438
$7K 0.01%
+650
439
$7K 0.01%
750
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440
$7K 0.01%
796
441
$7K 0.01%
+300
442
$7K 0.01%
179
443
$7K 0.01%
7
444
$7K 0.01%
34
445
$7K 0.01%
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446
$7K 0.01%
528
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447
$7K 0.01%
992
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448
$7K 0.01%
409
449
$7K 0.01%
350
450
$6K ﹤0.01%
95
16 17
18
19 20