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
651
$1K ﹤0.01%
100
652
$1K ﹤0.01%
+173
653
$1K ﹤0.01%
108
-752
654
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63
-437
655
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43
656
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123
657
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46
658
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16
659
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20
660
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28
661
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12
662
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34
-800
663
$1K ﹤0.01%
90
664
$1K ﹤0.01%
26
665
$1K ﹤0.01%
14
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
22
668
$1K ﹤0.01%
10
669
$1K ﹤0.01%
69
670
$1K ﹤0.01%
+32
671
$1K ﹤0.01%
132
+3
672
$1K ﹤0.01%
161
+2
673
$1K ﹤0.01%
+34
674
$1K ﹤0.01%
15
-175
675
$1K ﹤0.01%
22
25 26
27
28 29