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
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

Sector Composition

1 Healthcare 3.36%
2 Financials 3.19%
3 Technology 2.89%
4 Consumer Staples 2.57%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
112
+2
477
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152
+1
478
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143
479
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296
+1
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+250
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482
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107
483
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484
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485
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+200
486
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190
-150
487
$7K ﹤0.01%
450
488
$7K ﹤0.01%
87
+1
489
$6K ﹤0.01%
1,396
-1,640
490
$6K ﹤0.01%
650
491
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250
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+54
495
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249
-25
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40
497
$6K ﹤0.01%
200
498
$6K ﹤0.01%
+106
499
$6K ﹤0.01%
444
+332
500
$6K ﹤0.01%
187
-1,614
18 19
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