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
$156M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.61M
3
+$1.28M
4
BMVP icon
Invesco Bloomberg MVP Multi-factor ETF
BMVP
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.19M

Top Sells

1
+$1.37M
2
+$1.03M
3
+$549K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$533K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$494K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 4%
3 Healthcare 3.49%
4 Consumer Staples 2.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.3%
9,144
+4
77
$464K 0.3%
10,905
+490
78
$451K 0.29%
10,522
-222
79
$439K 0.28%
6,709
+139
80
$435K 0.28%
13,195
+13,006
81
$431K 0.28%
2,348
+17
82
$410K 0.26%
2,564
-1,808
83
$394K 0.25%
+6,519
84
$382K 0.24%
8,491
-5,993
85
$373K 0.24%
7,200
+2,860
86
$371K 0.24%
2,737
-77
87
$359K 0.23%
3,347
-1,999
88
$357K 0.23%
8,002
-1,842
89
$356K 0.23%
6,834
-148
90
$351K 0.22%
8,967
+8,762
91
$350K 0.22%
4,358
+136
92
$334K 0.21%
3,877
-84
93
$328K 0.21%
6,462
+4,530
94
$307K 0.2%
2,020
+247
95
$302K 0.19%
5,971
+2,686
96
$302K 0.19%
1,960
+552
97
$300K 0.19%
4,825
+412
98
$298K 0.19%
5,552
-97
99
$287K 0.18%
1,525
-60
100
$274K 0.18%
6,778
-12,230
2 3
4
5 6