We are live on ! Find out more
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
$139M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M

Top Sells

1
+$3.49M
2
+$3.24M
3
+$3.23M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.97M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.9M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.02%
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
751
$0 ﹤0.01%
+16
752
– –
-18
753
– –
-2
754
$0 ﹤0.01%
8
755
– –
-35
756
$0 ﹤0.01%
+304
757
$0 ﹤0.01%
6
+2
758
$0 ﹤0.01%
4
759
$0 ﹤0.01%
+16
760
– –
0
761
$0 ﹤0.01%
1
-3
762
– –
-2
763
– –
0
764
– –
-4
765
– –
-14
766
$0 ﹤0.01%
+4
767
– –
-42
768
$0 ﹤0.01%
+1
769
$0 ﹤0.01%
5
+2
770
$0 ﹤0.01%
+8
771
$0 ﹤0.01%
+8
772
$0 ﹤0.01%
+8
773
$0 ﹤0.01%
+1
774
– –
-135
775
– –
-7
29 30
31
32 33