CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

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
– –
-97
737
$0 ﹤0.01%
1
738
– –
-3
739
$0 ﹤0.01%
4
740
– –
-431
741
– –
-2,800
742
$0 ﹤0.01%
18
743
– –
-500
744
$0 ﹤0.01%
4
745
$0 ﹤0.01%
+18
746
– –
-3,656
747
– –
-20
748
– –
-70
749
$0 ﹤0.01%
6
750
$0 ﹤0.01%
44
28 29
30
31 32