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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
576
$4K ﹤0.01%
84
+1
577
$4K ﹤0.01%
50
578
$4K ﹤0.01%
110
579
$4K ﹤0.01%
+75
580
$4K ﹤0.01%
+125
581
$4K ﹤0.01%
+2,500
582
$4K ﹤0.01%
230
-227
583
$4K ﹤0.01%
186
584
$3K ﹤0.01%
1,672
585
$3K ﹤0.01%
32
586
$3K ﹤0.01%
20
587
$3K ﹤0.01%
28
588
$3K ﹤0.01%
20
589
$3K ﹤0.01%
9
-53
590
$3K ﹤0.01%
+85
591
$3K ﹤0.01%
226
-565
592
$3K ﹤0.01%
48
593
$3K ﹤0.01%
22
594
$3K ﹤0.01%
+42
595
$3K ﹤0.01%
208
596
$3K ﹤0.01%
+185
597
$3K ﹤0.01%
96
598
$3K ﹤0.01%
24
599
$3K ﹤0.01%
+50
600
$3K ﹤0.01%
144
22 23
24
25 26