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
801
$0 ﹤0.01%
+2
802
– –
-1
803
– –
-37
804
– –
-110
805
$0 ﹤0.01%
+6
806
– –
-102
807
$0 ﹤0.01%
+2
808
– –
-76
809
– –
-10
810
– –
-69
811
$0 ﹤0.01%
6
812
$0 ﹤0.01%
+21
813
– –
-1
814
$0 ﹤0.01%
6
815
$0 ﹤0.01%
+2
816
$0 ﹤0.01%
44
-1
817
– –
-40
818
– –
-300
819
$0 ﹤0.01%
+5
820
– –
-218
821
– –
-14
822
$0 ﹤0.01%
+5
823
– –
-18
824
$0 ﹤0.01%
+1
825
$0 ﹤0.01%
3
31 32
33
34 35