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
676
$1K ﹤0.01%
11
677
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3
678
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15
-25
679
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8
680
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17
681
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9
682
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13
683
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10
684
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28
-203
685
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10
686
$1K ﹤0.01%
37
687
$1K ﹤0.01%
250
688
$1K ﹤0.01%
+165
689
$1K ﹤0.01%
20
690
$1K ﹤0.01%
37
691
$1K ﹤0.01%
44
692
$1K ﹤0.01%
98
693
$1K ﹤0.01%
13
694
$1K ﹤0.01%
+118
695
$1K ﹤0.01%
19
696
$1K ﹤0.01%
7
697
$1K ﹤0.01%
40
698
– –
0
699
– –
-20
700
$0 ﹤0.01%
+79
26 27
28
29 30