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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
826
– –
-3
827
– –
-20
828
– –
-2
829
$0 ﹤0.01%
+22
830
– –
-77
831
$0 ﹤0.01%
14
-18
832
$0 ﹤0.01%
27
+25
833
– –
-2
834
– –
-370
835
– –
-33
836
– –
-9
837
– –
-7
838
– –
-12
839
– –
-300
840
– –
-39
841
– –
-43
842
– –
-2
843
– –
-20
844
– –
-36
845
– –
-40
846
– –
-64
847
– –
-23
848
– –
-4
849
– –
-29
850
– –
-1
32 33
34
35 36