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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
$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%
100
727
$1K ﹤0.01%
100
-4,500
728
$1K ﹤0.01%
180
729
$1K ﹤0.01%
600
730
$1K ﹤0.01%
100
-292
731
$1K ﹤0.01%
4
732
$1K ﹤0.01%
19
733
$1K ﹤0.01%
7
734
$1K ﹤0.01%
15
735
$1K ﹤0.01%
6
736
– –
-17
737
– –
-273
738
– –
-405
739
$0 ﹤0.01%
2
740
– –
-7,125
741
$0 ﹤0.01%
+2
742
$0 ﹤0.01%
+2
743
$0 ﹤0.01%
18
744
– –
-500
745
$0 ﹤0.01%
4
746
$0 ﹤0.01%
+18
747
– –
-3,656
748
– –
-20
749
– –
-70
750
$0 ﹤0.01%
6
28 29
30
31 32