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