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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.65M
3
+$1.31M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.23M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M

Top Sells

1
+$1.38M
2
+$1.07M
3
+$559K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$551K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$513K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
135
602
$2K ﹤0.01%
39
603
$2K ﹤0.01%
50
604
$2K ﹤0.01%
27
605
$2K ﹤0.01%
37
606
$2K ﹤0.01%
26
607
$2K ﹤0.01%
37
608
$2K ﹤0.01%
102
609
$2K ﹤0.01%
85
610
$2K ﹤0.01%
+43
611
$2K ﹤0.01%
40
612
$2K ﹤0.01%
35
613
$2K ﹤0.01%
45
614
$2K ﹤0.01%
25
615
$2K ﹤0.01%
70
616
$2K ﹤0.01%
+300
617
$2K ﹤0.01%
16
618
$2K ﹤0.01%
28
619
$2K ﹤0.01%
+50
620
$2K ﹤0.01%
90
621
$2K ﹤0.01%
20
622
$2K ﹤0.01%
150
623
$2K ﹤0.01%
154
+2
624
$2K ﹤0.01%
22
-136
625
$2K ﹤0.01%
106
-400
23 24
25
26 27