CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
925
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.25M
3
+$3.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.71M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.29M

Top Sells

1
+$3.54M
2
+$3.25M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.99M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.93M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.03%
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%
+17
752
$0 ﹤0.01%
7
753
– –
-1
754
$0 ﹤0.01%
+1
755
$0 ﹤0.01%
10
756
– –
-15
757
$0 ﹤0.01%
+16
758
– –
-18
759
– –
-2
760
$0 ﹤0.01%
8
761
– –
-35
762
$0 ﹤0.01%
+304
763
$0 ﹤0.01%
6
+2
764
$0 ﹤0.01%
4
765
$0 ﹤0.01%
+16
766
– –
0
767
$0 ﹤0.01%
1
-3
768
– –
-2
769
– –
0
770
– –
-4
771
– –
-14
772
$0 ﹤0.01%
+4
773
– –
-42
774
$0 ﹤0.01%
+1
775
$0 ﹤0.01%
5
+2
29 30
31
32 33