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
726
$1K ﹤0.01%
+76
727
$1K ﹤0.01%
14
728
$1K ﹤0.01%
50
729
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10
730
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69
731
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150
+1
732
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159
733
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734
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10
735
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22
736
$0 ﹤0.01%
14
737
$0 ﹤0.01%
33
738
– –
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739
– –
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740
$0 ﹤0.01%
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741
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742
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743
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744
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748
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749
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35
750
– –
-50
28 29
30
31 32