CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
76
$479K 0.34%
11,743
+238
77
$474K 0.34%
7,425
-18,107
78
$453K 0.33%
4,179
+3,715
79
$433K 0.31%
8,628
+283
80
$431K 0.31%
14,924
-520
81
$424K 0.3%
9,064
+4
82
$418K 0.3%
3,875
+303
83
$416K 0.3%
13,625
-9,033
84
$415K 0.3%
5,062
-79
85
$415K 0.3%
3,112
+191
86
$411K 0.3%
14,798
+4,886
87
$407K 0.29%
8,655
+3,605
88
$405K 0.29%
6,466
-4,247
89
$398K 0.29%
1,275
-16
90
$398K 0.29%
13,278
-19,750
91
$394K 0.28%
4,265
-879
92
$390K 0.28%
4,839
-3
93
$386K 0.28%
8,983
+1,011
94
$384K 0.28%
4,643
-1,111
95
$381K 0.27%
12,876
+12,437
96
$379K 0.27%
6,326
-54,258
97
$379K 0.27%
6,207
-5,706
98
$378K 0.27%
4,302
+88
99
$348K 0.25%
6,521
+469
100
$347K 0.25%
10,268
-130
2 3
4
5 6