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

Top Buys

1
+$1.71M
2
+$1.38M
3
+$1.36M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$957K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$801K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$1.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$984K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$950K

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
701
$1K ﹤0.01%
12
702
$1K ﹤0.01%
+46
703
$1K ﹤0.01%
+4
704
$1K ﹤0.01%
26
705
$1K ﹤0.01%
+76
706
$1K ﹤0.01%
14
707
$1K ﹤0.01%
50
708
$1K ﹤0.01%
10
709
$1K ﹤0.01%
69
710
$1K ﹤0.01%
150
+1
711
$1K ﹤0.01%
159
712
$1K ﹤0.01%
115
713
$1K ﹤0.01%
10
714
$1K ﹤0.01%
22
715
$1K ﹤0.01%
3
716
$1K ﹤0.01%
10
717
$1K ﹤0.01%
50
718
$1K ﹤0.01%
15
719
$1K ﹤0.01%
34
720
$1K ﹤0.01%
10
721
$1K ﹤0.01%
41
722
$1K ﹤0.01%
+39
723
$1K ﹤0.01%
28
724
$1K ﹤0.01%
10
725
$1K ﹤0.01%
110
27 28
29
30 31