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
$174M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.4M
3
+$1.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$803K

Top Sells

1
+$2.26M
2
+$1.44M
3
+$1.11M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$983K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$943K

Sector Composition

1 Healthcare 3.36%
2 Financials 3.19%
3 Technology 2.89%
4 Consumer Staples 2.57%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.26%
2,710
+285
77
$431K 0.25%
12,849
+4,969
78
$431K 0.25%
3,824
-141
79
$428K 0.25%
7,204
+355
80
$419K 0.24%
2,802
+65
81
$417K 0.24%
2,538
+22
82
$413K 0.24%
23,027
-13,652
83
$385K 0.22%
6,598
-1,645
84
$375K 0.22%
4,264
+1,210
85
$367K 0.21%
9,123
-4
86
$365K 0.21%
12,374
+564
87
$365K 0.21%
1,555
+65
88
$354K 0.2%
2,156
+80
89
$346K 0.2%
2,052
+53
90
$341K 0.2%
3,768
-333
91
$336K 0.19%
3,608
-288
92
$330K 0.19%
6,665
-1,506
93
$324K 0.19%
2,965
+951
94
$321K 0.18%
4,197
+1,485
95
$296K 0.17%
3,701
+1,537
96
$295K 0.17%
2,966
+1,138
97
$290K 0.17%
2,008
+799
98
$284K 0.16%
6,505
-2,968
99
$282K 0.16%
5,591
-2,056
100
$277K 0.16%
8,370
+5
2 3
4
5 6