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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
626
$3K ﹤0.01%
91
627
$3K ﹤0.01%
31
-402
628
$3K ﹤0.01%
+58
629
$2K ﹤0.01%
14
630
$2K ﹤0.01%
15
631
$2K ﹤0.01%
46
632
$2K ﹤0.01%
16
633
$2K ﹤0.01%
53
-33
634
$2K ﹤0.01%
20
635
$2K ﹤0.01%
26
636
$2K ﹤0.01%
45
637
$2K ﹤0.01%
25
638
$2K ﹤0.01%
50
639
$2K ﹤0.01%
75
640
$2K ﹤0.01%
33
641
$2K ﹤0.01%
8
642
$2K ﹤0.01%
135
643
$2K ﹤0.01%
39
644
$2K ﹤0.01%
60
645
$2K ﹤0.01%
50
646
$2K ﹤0.01%
27
647
$2K ﹤0.01%
129
-68
648
$2K ﹤0.01%
16
649
$2K ﹤0.01%
50
650
$2K ﹤0.01%
+20
24 25
26
27 28