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
476
$5K ﹤0.01%
+25
477
$5K ﹤0.01%
135
+100
478
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40
479
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62
480
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+101
481
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121
-1
482
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69
483
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70
484
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66
+2
485
$5K ﹤0.01%
+362
486
$5K ﹤0.01%
104
+1
487
$5K ﹤0.01%
108
488
$5K ﹤0.01%
+248
489
$5K ﹤0.01%
501
+1
490
$5K ﹤0.01%
838
+2
491
$5K ﹤0.01%
+100
492
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+800
493
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110
-106
494
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500
495
$5K ﹤0.01%
+60
496
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115
-1,720
497
$5K ﹤0.01%
+200
498
$5K ﹤0.01%
+84
499
$4K ﹤0.01%
36
-86
500
$4K ﹤0.01%
75
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