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
626
$2K ﹤0.01%
115
+40
627
$2K ﹤0.01%
38
628
$2K ﹤0.01%
11
629
$2K ﹤0.01%
83
630
$2K ﹤0.01%
8
631
$2K ﹤0.01%
36
632
$2K ﹤0.01%
15
633
$2K ﹤0.01%
+12
634
$2K ﹤0.01%
13
635
$2K ﹤0.01%
165
636
$2K ﹤0.01%
75
637
$1K ﹤0.01%
7
638
$1K ﹤0.01%
+120
639
$1K ﹤0.01%
396
640
$1K ﹤0.01%
7
641
$1K ﹤0.01%
84
642
$1K ﹤0.01%
11
643
$1K ﹤0.01%
10
644
$1K ﹤0.01%
12
645
$1K ﹤0.01%
+68
646
$1K ﹤0.01%
24
647
$1K ﹤0.01%
50
648
$1K ﹤0.01%
123
649
$1K ﹤0.01%
46
650
$1K ﹤0.01%
200
24 25
26
27 28