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
$174M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

Sector Composition

1 Healthcare 3.36%
2 Financials 3.19%
3 Technology 2.89%
4 Consumer Staples 2.57%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-184
802
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-1,609
803
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-30
804
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805
$0 ﹤0.01%
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806
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807
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-569
808
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809
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810
$0 ﹤0.01%
+4
811
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812
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+2
813
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-3,244
814
– –
0
815
$0 ﹤0.01%
+304
816
$0 ﹤0.01%
20
817
$0 ﹤0.01%
+45
818
$0 ﹤0.01%
+1
819
– –
-6,176
820
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-26
821
– –
-605
822
$0 ﹤0.01%
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823
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824
$0 ﹤0.01%
2
825
$0 ﹤0.01%
+4
31 32
33
34 35