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
501
$5K ﹤0.01%
63
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502
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373
+5
503
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105
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1,000
-8
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506
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507
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508
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509
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510
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511
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40
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516
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50
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520
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+40
521
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522
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106
523
$4K ﹤0.01%
50
524
$4K ﹤0.01%
112
525
$4K ﹤0.01%
2
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