CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
926
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M

Top Sells

1
+$3.49M
2
+$3.24M
3
+$3.23M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.97M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.9M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.02%
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%
158
452
$6K ﹤0.01%
467
+230
453
$6K ﹤0.01%
45
454
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96
-74
455
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106
456
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51
-10
457
$6K ﹤0.01%
400
458
$6K ﹤0.01%
105
+1
459
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104
+1
460
$6K ﹤0.01%
390
461
$6K ﹤0.01%
258
-67
462
$6K ﹤0.01%
60
463
$6K ﹤0.01%
70
-1,785
464
$6K ﹤0.01%
100
465
$6K ﹤0.01%
+400
466
$6K ﹤0.01%
377
467
$6K ﹤0.01%
350
468
$6K ﹤0.01%
+100
469
$6K ﹤0.01%
100
470
$5K ﹤0.01%
38
+7
471
$5K ﹤0.01%
66
472
$5K ﹤0.01%
59
473
$5K ﹤0.01%
+150
474
$5K ﹤0.01%
+100
475
$5K ﹤0.01%
+520
17 18
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