CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
926
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M

Top Sells

1
+$3.49M
2
+$3.24M
3
+$3.23M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.97M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.9M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.02%
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
-337
527
$4K ﹤0.01%
100
528
$4K ﹤0.01%
244
-998
529
– –
0
530
$4K ﹤0.01%
+280
531
$4K ﹤0.01%
+600
532
$4K ﹤0.01%
30
-16
533
$4K ﹤0.01%
300
534
$4K ﹤0.01%
+1,000
535
$3K ﹤0.01%
11
536
$3K ﹤0.01%
+26
537
$3K ﹤0.01%
40
+2
538
$3K ﹤0.01%
20
539
$3K ﹤0.01%
28
540
$3K ﹤0.01%
+193
541
$3K ﹤0.01%
13
542
$3K ﹤0.01%
46
543
$3K ﹤0.01%
46
544
$3K ﹤0.01%
120
-1,712
545
$3K ﹤0.01%
226
546
$3K ﹤0.01%
86
+80
547
$3K ﹤0.01%
32
548
$3K ﹤0.01%
200
549
$3K ﹤0.01%
200
550
$3K ﹤0.01%
144
20 21
22
23 24