We are live on ! Find out more
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
851
– –
-23
852
– –
-8
853
– –
-351
854
$0 ﹤0.01%
+2
855
$0 ﹤0.01%
+1
856
– –
-214
857
– –
-3
858
– –
-2,172
859
$0 ﹤0.01%
1
-1,375
860
$0 ﹤0.01%
+2
861
$0 ﹤0.01%
+1
862
– –
-300
863
$0 ﹤0.01%
+1
864
– –
-718
865
– –
-5
866
$0 ﹤0.01%
+1
867
– –
-2,173
868
– –
-26
869
$0 ﹤0.01%
+1
870
$0 ﹤0.01%
+2
871
$0 ﹤0.01%
+1
872
$0 ﹤0.01%
+2
873
– –
-25
874
– –
-50
875
– –
-514
33 34
35
36 37