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
$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
851
– –
-7,125
852
$0 ﹤0.01%
+2
853
$0 ﹤0.01%
3
854
– –
-89
855
$0 ﹤0.01%
70
856
$0 ﹤0.01%
2
-848
857
– –
-156
858
$0 ﹤0.01%
+2
859
– –
-2,893
860
– –
-184
861
– –
-1,609
862
– –
-30
863
– –
-2
864
$0 ﹤0.01%
11
865
– –
-478
866
– –
-410
867
– –
-511
868
– –
-475
869
$0 ﹤0.01%
5
870
$0 ﹤0.01%
4
-170
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