CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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%
10
727
$1K ﹤0.01%
110
728
$1K ﹤0.01%
100
729
$1K ﹤0.01%
100
-4,500
730
$1K ﹤0.01%
180
731
$1K ﹤0.01%
600
732
$1K ﹤0.01%
100
-292
733
$1K ﹤0.01%
4
734
$1K ﹤0.01%
19
735
$1K ﹤0.01%
7
736
$0 ﹤0.01%
7
-1
737
$0 ﹤0.01%
1
738
– –
-3
739
$0 ﹤0.01%
4
740
– –
-431
741
– –
-2,800
742
– –
-500
743
$0 ﹤0.01%
2
744
$0 ﹤0.01%
33
745
– –
-372
746
– –
-692
747
$0 ﹤0.01%
+4
748
– –
-350
749
– –
-20
750
$0 ﹤0.01%
+304
28 29
30
31 32