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
876
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877
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-5
878
$0 ﹤0.01%
+1
879
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-2,173
880
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881
$0 ﹤0.01%
+1
882
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883
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+1
884
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+2
885
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-25
886
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887
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888
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889
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-1,432
890
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891
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892
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-228
893
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894
$0 ﹤0.01%
25
895
– –
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896
$0 ﹤0.01%
+3
897
$0 ﹤0.01%
+1
898
$0 ﹤0.01%
+2
899
– –
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900
– –
-200
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