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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
601
$2K ﹤0.01%
36
602
$2K ﹤0.01%
28
-205
603
$2K ﹤0.01%
28
+1
604
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21
+1
605
$2K ﹤0.01%
75
606
$2K ﹤0.01%
+39
607
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41
-3
608
$2K ﹤0.01%
102
609
$2K ﹤0.01%
39
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610
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20
611
$2K ﹤0.01%
85
612
$2K ﹤0.01%
25
-253
613
$2K ﹤0.01%
44
-322
614
$2K ﹤0.01%
3
615
$2K ﹤0.01%
24
616
$2K ﹤0.01%
100
617
$2K ﹤0.01%
12
-11
618
$2K ﹤0.01%
78
619
$2K ﹤0.01%
80
620
$2K ﹤0.01%
20
621
$2K ﹤0.01%
61
-67
622
$2K ﹤0.01%
50
623
$2K ﹤0.01%
5
624
$2K ﹤0.01%
35
625
$2K ﹤0.01%
81
23 24
25
26 27