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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.61M
3
+$1.28M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.37M
2
+$1.03M
3
+$549K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$533K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$494K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$0 ﹤0.01%
3
702
– –
-112
703
– –
-48
704
– –
0
705
$0 ﹤0.01%
22
706
$0 ﹤0.01%
35
707
$0 ﹤0.01%
14
708
– –
-300
709
– –
-90
710
$0 ﹤0.01%
2
711
– –
-3
712
– –
-75
713
– –
-50
714
– –
-1,935
715
– –
-48
716
– –
-246
717
– –
-840
718
– –
-527
719
– –
-2,500
720
$0 ﹤0.01%
100
721
$0 ﹤0.01%
1
-210
722
– –
-32
723
– –
-287
724
– –
-577
725
– –
0
27 28
29
30 31