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
101
$327K 0.24%
4,816
+632
102
$326K 0.23%
3,333
+855
103
$322K 0.23%
11,753
+1,095
104
$306K 0.22%
2,428
+485
105
$304K 0.22%
5,848
+627
106
$302K 0.22%
7,185
+1,111
107
$301K 0.22%
3,840
+1,082
108
$289K 0.21%
5,439
+4,752
109
$287K 0.21%
13,516
+1,584
110
$281K 0.2%
3,484
-60
111
$279K 0.2%
1,676
+215
112
$276K 0.2%
8,781
-2,052
113
$264K 0.19%
2,482
-6,204
114
$263K 0.19%
2,848
+427
115
$263K 0.19%
3,303
116
$263K 0.19%
3,720
+562
117
$257K 0.18%
4,701
+3,960
118
$257K 0.18%
3,129
-2,336
119
$254K 0.18%
5,102
+163
120
$247K 0.18%
1,620
-41
121
$239K 0.17%
6,637
-97
122
$239K 0.17%
2,190
+925
123
$239K 0.17%
3,509
+594
124
$233K 0.17%
2,597
-3
125
$225K 0.16%
979
-281
3 4
5
6 7