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
451
$6K ﹤0.01%
108
+67
452
$6K ﹤0.01%
158
453
$6K ﹤0.01%
467
+230
454
$6K ﹤0.01%
45
455
$6K ﹤0.01%
96
-74
456
$6K ﹤0.01%
106
457
$6K ﹤0.01%
51
-10
458
$6K ﹤0.01%
400
459
$6K ﹤0.01%
105
+1
460
$6K ﹤0.01%
104
+1
461
$6K ﹤0.01%
390
462
$6K ﹤0.01%
258
-67
463
$6K ﹤0.01%
60
464
$6K ﹤0.01%
70
-1,785
465
$6K ﹤0.01%
100
466
$6K ﹤0.01%
+400
467
$6K ﹤0.01%
377
468
$6K ﹤0.01%
350
469
$6K ﹤0.01%
+100
470
$6K ﹤0.01%
100
471
$5K ﹤0.01%
38
+7
472
$5K ﹤0.01%
66
473
$5K ﹤0.01%
59
474
$5K ﹤0.01%
+150
475
$5K ﹤0.01%
+100
17 18
19
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