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
51
$784K 0.56%
22,310
+18,324
52
$750K 0.54%
14,011
-30,602
53
$741K 0.53%
28,602
+23,768
54
$725K 0.52%
21,583
-821
55
$713K 0.51%
21,701
-107,781
56
$711K 0.51%
9,103
+725
57
$709K 0.51%
19,867
-5,756
58
$709K 0.51%
24,638
-112,684
59
$682K 0.49%
23,686
+19,987
60
$669K 0.48%
2,876
+7
61
$658K 0.47%
2,773
-554
62
$634K 0.46%
6,837
-3,186
63
$581K 0.42%
18,972
+2,186
64
$577K 0.41%
3,929
-275
65
$571K 0.41%
13,311
+12,756
66
$564K 0.41%
16,423
+13,554
67
$558K 0.4%
6,259
+770
68
$534K 0.38%
12,600
+6,740
69
$532K 0.38%
19,620
-71,140
70
$512K 0.37%
4,309
+319
71
$510K 0.37%
15,747
-2,004
72
$495K 0.36%
15,776
+10,830
73
$493K 0.35%
9,906
+3,143
74
$490K 0.35%
5,554
+3,533
75
$481K 0.35%
8,151
+801
1 2
3
4 5