CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
651
$2K ﹤0.01%
15
652
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+15
653
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21
654
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22
+1
655
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60
656
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75
657
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658
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41
659
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102
660
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600
661
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85
662
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14
663
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21
664
$2K ﹤0.01%
40
665
$1K ﹤0.01%
11
666
$1K ﹤0.01%
7
667
$1K ﹤0.01%
84
668
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11
669
$1K ﹤0.01%
10
670
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22
671
$1K ﹤0.01%
12
672
$1K ﹤0.01%
9
673
$1K ﹤0.01%
35
674
$1K ﹤0.01%
21
675
$1K ﹤0.01%
+23
25 26
27
28 29