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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
$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
901
$0 ﹤0.01%
23
-191
902
– –
-3,000
903
– –
-44
904
– –
-81
905
$0 ﹤0.01%
+1
906
$0 ﹤0.01%
+3
907
$0 ﹤0.01%
+70
908
– –
-2
909
– –
0
910
– –
-20
911
$0 ﹤0.01%
+79
912
– –
-1
913
$0 ﹤0.01%
+1
914
$0 ﹤0.01%
1
-6
915
– –
-20
916
– –
-2
917
$0 ﹤0.01%
+18
918
$0 ﹤0.01%
+1
919
$0 ﹤0.01%
+2
920
$0 ﹤0.01%
10
921
$0 ﹤0.01%
3
-221
922
– –
-3
923
– –
-1
33 34 35 36
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