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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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.65M
3
+$1.31M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.23M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M

Top Sells

1
+$1.38M
2
+$1.07M
3
+$559K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$551K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$513K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-4
802
$0 ﹤0.01%
33
803
– –
-1,400
804
– –
-594
805
$0 ﹤0.01%
+30
806
$0 ﹤0.01%
5
807
– –
-30
808
$0 ﹤0.01%
10
809
$0 ﹤0.01%
20
810
$0 ﹤0.01%
+18
811
– –
-125
812
– –
-40
813
$0 ﹤0.01%
1
814
– –
0
815
– –
-80
29 30 31 32
33