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
$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%
75
-687
577
$3K ﹤0.01%
50
578
$3K ﹤0.01%
54
579
$3K ﹤0.01%
33
580
$3K ﹤0.01%
5
581
$3K ﹤0.01%
57
582
$3K ﹤0.01%
180
583
$3K ﹤0.01%
28
584
$3K ﹤0.01%
20
585
$3K ﹤0.01%
13
586
$3K ﹤0.01%
46
587
$3K ﹤0.01%
123
-204
588
$3K ﹤0.01%
301
+1
589
$3K ﹤0.01%
226
590
$3K ﹤0.01%
86
591
$3K ﹤0.01%
22
592
$3K ﹤0.01%
35
593
$3K ﹤0.01%
32
594
$3K ﹤0.01%
78
595
$3K ﹤0.01%
144
596
$3K ﹤0.01%
202
+1
597
$3K ﹤0.01%
23
598
$3K ﹤0.01%
50
599
$3K ﹤0.01%
45
+34
600
$3K ﹤0.01%
37
22 23
24
25 26