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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
626
$2K ﹤0.01%
32
627
$2K ﹤0.01%
162
+2
628
$2K ﹤0.01%
13
-14
629
$2K ﹤0.01%
125
-1,500
630
$1K ﹤0.01%
101
631
$1K ﹤0.01%
36
-8
632
$1K ﹤0.01%
7
633
$1K ﹤0.01%
100
634
$1K ﹤0.01%
+11
635
$1K ﹤0.01%
84
636
$1K ﹤0.01%
11
637
$1K ﹤0.01%
10
638
$1K ﹤0.01%
12
639
$1K ﹤0.01%
16
640
$1K ﹤0.01%
45
641
$1K ﹤0.01%
9
642
$1K ﹤0.01%
35
-4
643
$1K ﹤0.01%
21
644
$1K ﹤0.01%
175
645
$1K ﹤0.01%
17
646
$1K ﹤0.01%
112
647
$1K ﹤0.01%
7
648
$1K ﹤0.01%
143
649
$1K ﹤0.01%
33
-2
650
$1K ﹤0.01%
100
24 25
26
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