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
476
$5K ﹤0.01%
+520
477
$5K ﹤0.01%
+25
478
$5K ﹤0.01%
135
+100
479
$5K ﹤0.01%
40
480
$5K ﹤0.01%
62
481
$5K ﹤0.01%
+101
482
$5K ﹤0.01%
121
-1
483
$5K ﹤0.01%
69
484
$5K ﹤0.01%
70
485
$5K ﹤0.01%
66
+2
486
$5K ﹤0.01%
+362
487
$5K ﹤0.01%
104
+1
488
$5K ﹤0.01%
108
489
$5K ﹤0.01%
+248
490
$5K ﹤0.01%
501
+1
491
$5K ﹤0.01%
838
+2
492
$5K ﹤0.01%
+100
493
$5K ﹤0.01%
+800
494
$5K ﹤0.01%
55
-53
495
$5K ﹤0.01%
500
496
$5K ﹤0.01%
+60
497
$5K ﹤0.01%
115
-1,720
498
$5K ﹤0.01%
+200
499
$5K ﹤0.01%
+84
500
$4K ﹤0.01%
36
-86
18 19
20
21 22