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
526
$4K ﹤0.01%
50
-3
527
$4K ﹤0.01%
50
-337
528
$4K ﹤0.01%
100
529
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244
-998
530
– –
0
531
$4K ﹤0.01%
+280
532
$4K ﹤0.01%
+600
533
$4K ﹤0.01%
30
-16
534
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300
535
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1,000
536
$3K ﹤0.01%
40
+2
537
$3K ﹤0.01%
20
538
$3K ﹤0.01%
28
539
$3K ﹤0.01%
+193
540
$3K ﹤0.01%
13
541
$3K ﹤0.01%
46
542
$3K ﹤0.01%
46
543
$3K ﹤0.01%
120
-1,712
544
$3K ﹤0.01%
226
545
$3K ﹤0.01%
86
+80
546
$3K ﹤0.01%
32
547
$3K ﹤0.01%
200
548
$3K ﹤0.01%
200
549
$3K ﹤0.01%
144
550
$3K ﹤0.01%
55
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