CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
– –
-2,172
877
$0 ﹤0.01%
1
-1,375
878
$0 ﹤0.01%
+2
879
$0 ﹤0.01%
+1
880
– –
-300
881
$0 ﹤0.01%
+1
882
– –
-718
883
– –
-5
884
$0 ﹤0.01%
+1
885
– –
-2,173
886
– –
-26
887
$0 ﹤0.01%
+1
888
$0 ﹤0.01%
+2
889
$0 ﹤0.01%
+1
890
$0 ﹤0.01%
+2
891
– –
-50
892
– –
-514
893
– –
-117
894
– –
-1,432
895
– –
-77
896
– –
-29
897
– –
-228
898
– –
-75
899
$0 ﹤0.01%
25
900
– –
-1,445
33 34 35
36
37