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
$174M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.98M
3
+$1.48M
4
UNP icon
Union Pacific
UNP
+$1.41M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.21M

Top Sells

1
+$2M
2
+$1.36M
3
+$1.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$658K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$457K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 4.16%
3 Industrials 3.66%
4 Healthcare 3.3%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
107
427
$9K 0.01%
1,500
428
$9K 0.01%
140
+1
429
$9K 0.01%
350
430
$9K 0.01%
816
431
$9K 0.01%
141
432
$9K 0.01%
603
433
$9K 0.01%
255
-830
434
$9K 0.01%
486
+5
435
$9K 0.01%
73
-18
436
$8K ﹤0.01%
325
-1
437
$8K ﹤0.01%
75
438
$8K ﹤0.01%
74
+1
439
$8K ﹤0.01%
124
440
$8K ﹤0.01%
157
441
$8K ﹤0.01%
75
442
$8K ﹤0.01%
148
-355
443
$8K ﹤0.01%
293
-64
444
$8K ﹤0.01%
67
-3
445
$8K ﹤0.01%
129
446
$8K ﹤0.01%
139
+1
447
$8K ﹤0.01%
1,400
448
$8K ﹤0.01%
377
449
$8K ﹤0.01%
450
450
$7K ﹤0.01%
123
16 17
18
19 20