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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
676
$1K ﹤0.01%
9
677
$1K ﹤0.01%
13
678
$1K ﹤0.01%
10
679
$1K ﹤0.01%
28
-203
680
$1K ﹤0.01%
10
681
$1K ﹤0.01%
37
682
$1K ﹤0.01%
250
683
$1K ﹤0.01%
+165
684
$1K ﹤0.01%
20
685
$1K ﹤0.01%
37
686
$1K ﹤0.01%
44
687
$1K ﹤0.01%
98
688
$1K ﹤0.01%
13
689
$1K ﹤0.01%
+118
690
$1K ﹤0.01%
19
691
$1K ﹤0.01%
7
692
$1K ﹤0.01%
40
693
$1K ﹤0.01%
12
694
$1K ﹤0.01%
34
-800
695
$1K ﹤0.01%
90
696
$1K ﹤0.01%
26
697
– –
-5
698
– –
-520
699
– –
-34
700
– –
-1
26 27
28
29 30