CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
476
$6K ﹤0.01%
325
-1
477
$6K ﹤0.01%
30
478
$6K ﹤0.01%
45
479
$6K ﹤0.01%
54
480
$6K ﹤0.01%
850
-1,000
481
$6K ﹤0.01%
125
482
$6K ﹤0.01%
34
483
$6K ﹤0.01%
650
484
$6K ﹤0.01%
66
485
$6K ﹤0.01%
52
-17
486
$6K ﹤0.01%
30
487
$6K ﹤0.01%
100
488
$6K ﹤0.01%
202
489
$6K ﹤0.01%
200
490
$6K ﹤0.01%
350
491
$6K ﹤0.01%
350
492
$6K ﹤0.01%
308
+29
493
$6K ﹤0.01%
84
494
$5K ﹤0.01%
135
495
$5K ﹤0.01%
200
-100
496
$5K ﹤0.01%
98
-140
497
$5K ﹤0.01%
130
+55
498
$5K ﹤0.01%
34
499
$5K ﹤0.01%
174
-140
500
$5K ﹤0.01%
30
18 19
20
21 22