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
126
$215K 0.15%
20,938
-2,456
127
$212K 0.15%
9,512
+55
128
$203K 0.15%
4,550
-6
129
$202K 0.15%
8,690
+1,800
130
$200K 0.14%
1,807
-4,608
131
$200K 0.14%
+4,211
132
$200K 0.14%
4,100
-7,803
133
$198K 0.14%
3,739
+3,533
134
$196K 0.14%
3,227
-2,475
135
$193K 0.14%
3,309
+1,110
136
$190K 0.14%
1,825
-28
137
$180K 0.13%
4,846
-582
138
$178K 0.13%
15,277
-5,785
139
$177K 0.13%
5,304
-26,520
140
$174K 0.13%
2,029
+700
141
$167K 0.12%
9,670
-15,225
142
$165K 0.12%
1,201
-1,585
143
$164K 0.12%
2,786
+2,516
144
$160K 0.12%
3,860
-540
145
$158K 0.11%
1,162
+119
146
$157K 0.11%
1,873
+137
147
$155K 0.11%
1,455
+114
148
$154K 0.11%
1,685
-2,172
149
$153K 0.11%
2,808
-14,284
150
$152K 0.11%
3,773
-515
4 5
6
7 8