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
$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
651
$1K ﹤0.01%
+173
652
$1K ﹤0.01%
108
-752
653
$1K ﹤0.01%
63
-437
654
$1K ﹤0.01%
43
655
$1K ﹤0.01%
123
656
$1K ﹤0.01%
46
657
$1K ﹤0.01%
16
658
$1K ﹤0.01%
20
659
$1K ﹤0.01%
28
660
$1K ﹤0.01%
14
661
$1K ﹤0.01%
100
662
$1K ﹤0.01%
22
663
$1K ﹤0.01%
10
664
$1K ﹤0.01%
69
665
$1K ﹤0.01%
+32
666
$1K ﹤0.01%
132
+3
667
$1K ﹤0.01%
161
+2
668
$1K ﹤0.01%
+34
669
$1K ﹤0.01%
15
-175
670
$1K ﹤0.01%
22
671
$1K ﹤0.01%
11
672
$1K ﹤0.01%
3
673
$1K ﹤0.01%
15
-25
674
$1K ﹤0.01%
8
675
$1K ﹤0.01%
15
25 26
27
28 29