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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
$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
576
$2K ﹤0.01%
28
577
$2K ﹤0.01%
16
-47
578
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48
579
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22
580
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20
581
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26
582
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208
583
$2K ﹤0.01%
15
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584
$2K ﹤0.01%
+24
585
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38
586
$2K ﹤0.01%
50
-761
587
$2K ﹤0.01%
16
588
$2K ﹤0.01%
17
589
$2K ﹤0.01%
135
590
$2K ﹤0.01%
39
591
$2K ﹤0.01%
23
592
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50
593
$2K ﹤0.01%
27
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$2K ﹤0.01%
23
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595
$2K ﹤0.01%
37
596
$2K ﹤0.01%
+29
597
$2K ﹤0.01%
200
598
$2K ﹤0.01%
38
599
$2K ﹤0.01%
83
600
$2K ﹤0.01%
16
22 23
24
25 26