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
– –
-18
902
– –
-2
903
$0 ﹤0.01%
8
904
– –
-35
905
$0 ﹤0.01%
+304
906
$0 ﹤0.01%
6
+2
907
$0 ﹤0.01%
4
908
$0 ﹤0.01%
+16
909
– –
0
910
– –
-135
911
– –
-7
912
$0 ﹤0.01%
27
+25
913
– –
-2
914
– –
-370
915
– –
-33
916
– –
-9
917
– –
-7
918
– –
-12
919
– –
-300
920
– –
-39
921
– –
-43
922
– –
-2
923
– –
-20
33 34 35 36
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