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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
$174M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.87M
3
+$1.41M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M

Top Sells

1
+$2.05M
2
+$1.26M
3
+$1.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$668K
5
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$442K

Sector Composition

1 Consumer Discretionary 5.11%
2 Technology 4.16%
3 Industrials 3.66%
4 Healthcare 3.3%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-488
802
$0 ﹤0.01%
10
803
– –
-17
804
$0 ﹤0.01%
12
805
– –
-1
806
– –
-34
807
$0 ﹤0.01%
2
808
$0 ﹤0.01%
+4
809
$0 ﹤0.01%
33
810
– –
0
811
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812
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-39
813
– –
-7
814
$0 ﹤0.01%
5
815
$0 ﹤0.01%
30
816
$0 ﹤0.01%
+7
817
– –
-1
818
$0 ﹤0.01%
10
819
– –
-16
820
– –
-100
821
$0 ﹤0.01%
8
822
$0 ﹤0.01%
304
823
$0 ﹤0.01%
5
-1
824
$0 ﹤0.01%
4
825
– –
-16
31 32
33
34 35