We are live on ! Find out more
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
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.87M
3
+$1.41M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M

Top Sells

1
+$2.05M
2
+$1.26M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$668K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$442K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 4.16%
3 Industrials 3.66%
4 Healthcare 3.3%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
90
627
$2K ﹤0.01%
50
628
$2K ﹤0.01%
53
629
$2K ﹤0.01%
22
630
$2K ﹤0.01%
160
-2
631
$2K ﹤0.01%
12
632
$2K ﹤0.01%
15
633
$2K ﹤0.01%
+15
634
$2K ﹤0.01%
22
+1
635
$2K ﹤0.01%
75
636
$2K ﹤0.01%
11
637
$2K ﹤0.01%
41
638
$2K ﹤0.01%
102
639
$2K ﹤0.01%
600
640
$2K ﹤0.01%
85
641
$2K ﹤0.01%
14
642
$2K ﹤0.01%
21
643
$2K ﹤0.01%
40
644
$2K ﹤0.01%
100
645
$2K ﹤0.01%
12
646
$2K ﹤0.01%
40
647
$2K ﹤0.01%
43
648
$2K ﹤0.01%
22
649
$2K ﹤0.01%
40
+1
650
$2K ﹤0.01%
13
24 25
26
27 28