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
$174M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

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
651
$2K ﹤0.01%
23
652
$2K ﹤0.01%
46
-123
653
$2K ﹤0.01%
55
654
$2K ﹤0.01%
88
-4,800
655
$2K ﹤0.01%
106
656
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38
657
$2K ﹤0.01%
119
-70
658
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11
659
$2K ﹤0.01%
8
660
$2K ﹤0.01%
36
661
$2K ﹤0.01%
12
662
$2K ﹤0.01%
12
663
$2K ﹤0.01%
57
+3
664
$2K ﹤0.01%
75
665
$2K ﹤0.01%
+39
666
$2K ﹤0.01%
100
-75
667
$2K ﹤0.01%
81
-137
668
$2K ﹤0.01%
37
669
$2K ﹤0.01%
102
670
$2K ﹤0.01%
85
671
$2K ﹤0.01%
+150
672
$2K ﹤0.01%
+72
673
$2K ﹤0.01%
40
674
$1K ﹤0.01%
6
675
$1K ﹤0.01%
120
25 26
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