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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
601
$3K ﹤0.01%
40
602
$3K ﹤0.01%
+100
603
$3K ﹤0.01%
17
604
$3K ﹤0.01%
23
605
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37
606
$3K ﹤0.01%
263
607
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14
-77
608
$3K ﹤0.01%
5
609
$3K ﹤0.01%
45
-102
610
$3K ﹤0.01%
52
-51
611
$3K ﹤0.01%
+60
612
$3K ﹤0.01%
50
-4,600
613
$3K ﹤0.01%
150
614
$3K ﹤0.01%
53
615
$3K ﹤0.01%
160
616
$3K ﹤0.01%
180
617
$3K ﹤0.01%
+66
618
$3K ﹤0.01%
+88
619
$3K ﹤0.01%
56
+1
620
$3K ﹤0.01%
83
621
$3K ﹤0.01%
+50
622
$3K ﹤0.01%
+60
623
$3K ﹤0.01%
13
624
$3K ﹤0.01%
265
625
$3K ﹤0.01%
42
+1
23 24
25
26 27