We are live on ! Find out more
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
701
– –
-95
702
– –
-1
703
$0 ﹤0.01%
+4
704
$0 ﹤0.01%
10
705
– –
-21
706
– –
-4
707
– –
-98
708
– –
-26
709
$0 ﹤0.01%
3
710
– –
-1
711
– –
-300
712
– –
-130
713
– –
-5
714
– –
-8
715
$0 ﹤0.01%
+11
716
– –
-33
717
– –
-101
718
– –
-86
719
– –
-2,008
720
– –
-100
721
– –
-5,386
722
– –
-224
723
– –
-33
724
– –
-12
725
– –
-93
27 28
29
30 31