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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$1.71M
2
+$1.38M
3
+$1.36M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$957K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$801K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$1.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$984K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$950K

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
526
$5K ﹤0.01%
108
+1
527
$5K ﹤0.01%
+113
528
$5K ﹤0.01%
52
529
$5K ﹤0.01%
60
530
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154
531
$5K ﹤0.01%
94
532
$5K ﹤0.01%
355
533
$5K ﹤0.01%
+121
534
$5K ﹤0.01%
41
535
$5K ﹤0.01%
300
-375
536
$5K ﹤0.01%
90
-149
537
$5K ﹤0.01%
30
538
$5K ﹤0.01%
152
539
$5K ﹤0.01%
29
540
$5K ﹤0.01%
400
541
$5K ﹤0.01%
1,645
542
$5K ﹤0.01%
+328
543
$5K ﹤0.01%
+125
544
$5K ﹤0.01%
+93
545
$5K ﹤0.01%
76
546
$5K ﹤0.01%
850
547
$5K ﹤0.01%
+137
548
$4K ﹤0.01%
30
549
$4K ﹤0.01%
13
550
$4K ﹤0.01%
46
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