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
876
– –
-117
877
– –
-1,432
878
– –
-77
879
– –
-29
880
– –
-228
881
– –
-75
882
$0 ﹤0.01%
25
883
– –
-1,445
884
$0 ﹤0.01%
+3
885
– –
-3
886
– –
-22
887
– –
-3
888
– –
-152
889
$0 ﹤0.01%
+4
890
– –
-24
891
– –
-9
892
– –
0
893
– –
-2
894
$0 ﹤0.01%
+1
895
– –
-898
896
$0 ﹤0.01%
+2
897
– –
-480
898
– –
-200
899
$0 ﹤0.01%
2
900
– –
-1
33 34 35
36
37