CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
925
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.25M
3
+$3.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.71M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.29M

Top Sells

1
+$3.54M
2
+$3.25M
3
+$3.24M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.99M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.93M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.03%
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
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-4
852
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-29
853
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-1
854
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-23
855
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-8
856
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-351
857
$0 ﹤0.01%
+2
858
$0 ﹤0.01%
+1
859
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-214
860
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-3
861
$0 ﹤0.01%
+1
862
$0 ﹤0.01%
+13
863
$0 ﹤0.01%
+16
864
– –
-3
865
– –
-324
866
– –
-357
867
$0 ﹤0.01%
+1
868
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-394
869
$0 ﹤0.01%
+31
870
– –
-2,172
871
$0 ﹤0.01%
1
-1,375
872
$0 ﹤0.01%
+2
873
$0 ﹤0.01%
+1
874
– –
-300
875
$0 ﹤0.01%
+1
33 34
35
36 37