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
451
$7K ﹤0.01%
567
+342
452
$7K ﹤0.01%
102
-29,120
453
$7K ﹤0.01%
176
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454
$7K ﹤0.01%
48
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455
$7K ﹤0.01%
467
-50
456
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218
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457
$7K ﹤0.01%
353
458
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21
459
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7
460
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34
461
$7K ﹤0.01%
390
462
$7K ﹤0.01%
+550
463
$6K ﹤0.01%
850
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464
$6K ﹤0.01%
125
465
$6K ﹤0.01%
34
466
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650
467
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126
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471
$6K ﹤0.01%
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472
$6K ﹤0.01%
141
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$6K ﹤0.01%
94
474
$6K ﹤0.01%
86
475
$6K ﹤0.01%
60
-3
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