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
551
$3K ﹤0.01%
18
552
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32
-217
553
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22
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554
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66
555
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35
556
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183
+160
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29
558
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12
-8
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+50
560
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33
561
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236
562
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150
563
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53
-93
564
$3K ﹤0.01%
60
565
$3K ﹤0.01%
68
566
$3K ﹤0.01%
94
-44
567
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54
568
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+26
569
$3K ﹤0.01%
29
-4
570
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11
571
$3K ﹤0.01%
170
572
$3K ﹤0.01%
13
-10
573
$3K ﹤0.01%
+111
574
$2K ﹤0.01%
32
575
$2K ﹤0.01%
14
-2
21 22
23
24 25