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

Top Buys

1
+$1.71M
2
+$1.38M
3
+$1.36M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$957K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$801K

Top Sells

1
+$2.12M
2
+$1.37M
3
+$1.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$984K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$950K

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
$0 ﹤0.01%
7
-1
852
– –
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853
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1
854
– –
-3
855
$0 ﹤0.01%
4
856
– –
-431
857
– –
-2,800
858
– –
-105
859
– –
-1,000
860
$0 ﹤0.01%
2
861
– –
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862
– –
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863
$0 ﹤0.01%
+2
864
– –
-400
865
– –
-174
866
– –
-34
867
– –
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868
– –
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869
$0 ﹤0.01%
+2
870
$0 ﹤0.01%
10
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