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
126
$164K 0.11%
1,522
-327
127
$163K 0.1%
5,433
+4,831
128
$161K 0.1%
5,995
129
$155K 0.1%
695
130
$155K 0.1%
922
131
$155K 0.1%
1,361
+57
132
$153K 0.1%
1,867
133
$153K 0.1%
2,624
-388
134
$152K 0.1%
2,175
+143
135
$151K 0.1%
4,916
-262
136
$149K 0.1%
692
137
$148K 0.09%
1,854
+326
138
$142K 0.09%
6,926
-839
139
$141K 0.09%
1,869
-930
140
$140K 0.09%
1,471
141
$140K 0.09%
4,888
-14
142
$138K 0.09%
4,330
143
$135K 0.09%
+1,000
144
$134K 0.09%
3,415
+325
145
$134K 0.09%
1,184
-936
146
$132K 0.08%
1,211
+26
147
$131K 0.08%
43,950
+1,100
148
$126K 0.08%
1,149
-95
149
$125K 0.08%
2,530
-6,234
150
$125K 0.08%
1,069
+114
4 5
6
7 8