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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.61M
3
+$1.28M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.37M
2
+$1.03M
3
+$549K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$533K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$494K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.03%
+61,504
27
$1.51M 0.97%
30,971
+321
28
$1.5M 0.96%
9,432
+217
29
$1.46M 0.94%
12,947
+2,663
30
$1.46M 0.93%
9,098
-352
31
$1.39M 0.89%
57,930
-3,468
32
$1.28M 0.82%
20,509
-586
33
$1.28M 0.82%
+11,264
34
$1.28M 0.82%
27,265
+10,180
35
$1.2M 0.77%
37,617
+37,476
36
$1.2M 0.77%
21,853
+490
37
$1.19M 0.76%
7,270
+74
38
$1.08M 0.69%
13,773
+3,833
39
$1.05M 0.67%
9,920
-1,354
40
$1.04M 0.66%
14,058
+1,303
41
$1.02M 0.66%
3,855
+883
42
$974K 0.62%
42,114
+1,152
43
$965K 0.62%
30,644
+1,264
44
$963K 0.62%
11,670
+445
45
$932K 0.6%
39,482
+1,664
46
$928K 0.59%
23,540
+1,338
47
$872K 0.56%
9,557
+763
48
$810K 0.52%
18,934
+1,474
49
$802K 0.51%
31,428
+646
50
$795K 0.51%
5,414
+1,095
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