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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
726
– –
-26
727
– –
-1
728
$0 ﹤0.01%
+1
729
– –
-103
730
$0 ﹤0.01%
+18
731
$0 ﹤0.01%
110
732
– –
-2
733
$0 ﹤0.01%
+17
734
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-4
735
$0 ﹤0.01%
12
736
$0 ﹤0.01%
+1
737
– –
0
738
$0 ﹤0.01%
+1
739
$0 ﹤0.01%
+1
740
– –
-1
741
– –
-26
742
– –
-2
743
$0 ﹤0.01%
2
744
– –
0
745
– –
-150
746
$0 ﹤0.01%
+17
747
$0 ﹤0.01%
7
748
– –
-1
749
$0 ﹤0.01%
10
750
– –
-15
28 29
30
31 32