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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
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.87M
3
+$1.41M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M

Top Sells

1
+$2.05M
2
+$1.26M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$668K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$442K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 4.16%
3 Industrials 3.66%
4 Healthcare 3.3%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
54
577
$3K ﹤0.01%
257
+13
578
$3K ﹤0.01%
29
-76
579
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29
580
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581
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582
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583
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584
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123
-204
585
$3K ﹤0.01%
301
+1
586
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226
587
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86
588
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22
589
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35
590
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32
591
$3K ﹤0.01%
78
592
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593
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+1
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595
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50
596
$3K ﹤0.01%
45
+34
597
$3K ﹤0.01%
37
598
$3K ﹤0.01%
30
599
$3K ﹤0.01%
50
600
$3K ﹤0.01%
337
22 23
24
25 26