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
151
$150K 0.11%
800
-20
152
$148K 0.11%
3,831
-233
153
$142K 0.1%
2,676
+2,524
154
$141K 0.1%
+2,746
155
$140K 0.1%
1,008
+99
156
$140K 0.1%
1,680
157
$135K 0.1%
922
158
$132K 0.09%
4,466
159
$131K 0.09%
1,199
+5
160
$131K 0.09%
1,052
-188
161
$131K 0.09%
1,556
+1,126
162
$128K 0.09%
1,127
-75
163
$128K 0.09%
1,058
-2,403
164
$126K 0.09%
3,005
165
$125K 0.09%
7,229
+644
166
$125K 0.09%
1,790
-1,706
167
$123K 0.09%
731
-13
168
$121K 0.09%
+2,392
169
$119K 0.09%
1,301
+6
170
$115K 0.08%
1,622
-269
171
$115K 0.08%
4,800
172
$114K 0.08%
7,882
173
$114K 0.08%
1,525
174
$112K 0.08%
3,001
+1,841
175
$107K 0.08%
1,827
+401
5 6
7
8 9