CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
726
– –
-33
727
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-12
728
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-93
729
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-26
730
– –
-1
731
$0 ﹤0.01%
+1
732
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-103
733
$0 ﹤0.01%
+18
734
$0 ﹤0.01%
110
735
– –
-2
736
$0 ﹤0.01%
+17
737
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-4
738
$0 ﹤0.01%
12
739
$0 ﹤0.01%
+1
740
– –
0
741
$0 ﹤0.01%
+1
742
$0 ﹤0.01%
+1
743
– –
-1
744
– –
-26
745
– –
-2
746
$0 ﹤0.01%
2
747
$0 ﹤0.01%
33
748
– –
0
749
– –
0
750
– –
-150
28 29
30
31 32