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
101
$271K 0.16%
10,052
+398
102
$262K 0.15%
6,502
-5,159
103
$261K 0.15%
+11,315
104
$251K 0.14%
2,961
105
$251K 0.14%
34,195
+5,293
106
$251K 0.14%
9,990
+150
107
$249K 0.14%
5,524
+735
108
$247K 0.14%
1,555
+4
109
$240K 0.14%
35,771
+28,240
110
$240K 0.14%
7,573
-416
111
$240K 0.14%
4,233
+26
112
$237K 0.14%
15,519
+7,100
113
$235K 0.14%
12,179
+78
114
$232K 0.13%
3,402
+336
115
$230K 0.13%
9,340
+8,090
116
$229K 0.13%
3,345
-75
117
$226K 0.13%
2,869
+1,009
118
$218K 0.13%
5,763
119
$215K 0.12%
3,560
-2,380
120
$209K 0.12%
6,808
+830
121
$201K 0.12%
2,497
-12
122
$198K 0.11%
1,774
+10
123
$196K 0.11%
2,876
+699
124
$195K 0.11%
1,834
+35
125
$193K 0.11%
3,283
-1,639
3 4
5
6 7