CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
925
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.25M
3
+$3.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.71M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.29M

Top Sells

1
+$3.54M
2
+$3.25M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.99M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.93M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.03%
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%
23
602
$2K ﹤0.01%
50
603
$2K ﹤0.01%
27
604
$2K ﹤0.01%
23
-73
605
$2K ﹤0.01%
37
606
$2K ﹤0.01%
+29
607
$2K ﹤0.01%
61
-67
608
$2K ﹤0.01%
50
609
$2K ﹤0.01%
5
610
$2K ﹤0.01%
35
611
$2K ﹤0.01%
81
612
$2K ﹤0.01%
32
613
$2K ﹤0.01%
162
+2
614
$2K ﹤0.01%
13
-14
615
$2K ﹤0.01%
200
616
$2K ﹤0.01%
38
617
$2K ﹤0.01%
83
618
$2K ﹤0.01%
16
619
$2K ﹤0.01%
36
620
$2K ﹤0.01%
28
-205
621
$2K ﹤0.01%
28
+1
622
$2K ﹤0.01%
21
+1
623
$2K ﹤0.01%
75
624
$2K ﹤0.01%
+39
625
$2K ﹤0.01%
41
-3
23 24
25
26 27