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
626
$2K ﹤0.01%
102
627
$2K ﹤0.01%
39
-2
628
$2K ﹤0.01%
20
629
$2K ﹤0.01%
85
630
$2K ﹤0.01%
125
-1,500
631
$1K ﹤0.01%
101
632
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36
-8
633
$1K ﹤0.01%
7
634
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100
635
$1K ﹤0.01%
+11
636
$1K ﹤0.01%
56
637
$1K ﹤0.01%
11
638
$1K ﹤0.01%
10
639
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12
640
$1K ﹤0.01%
16
641
$1K ﹤0.01%
45
642
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9
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$1K ﹤0.01%
35
-4
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$1K ﹤0.01%
21
645
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175
646
$1K ﹤0.01%
17
647
$1K ﹤0.01%
112
648
$1K ﹤0.01%
7
649
$1K ﹤0.01%
143
650
$1K ﹤0.01%
25
-1
24 25
26
27 28