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
151
$123K 0.08%
2,050
-459
152
$122K 0.08%
743
+13
153
$119K 0.08%
2,425
-2,915
154
$119K 0.08%
812
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155
$116K 0.07%
1,273
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156
$114K 0.07%
3,389
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157
$113K 0.07%
1,457
-1,753
158
$112K 0.07%
2,955
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159
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+9
160
$111K 0.07%
7,180
161
$109K 0.07%
1,216
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162
$109K 0.07%
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163
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1,711
164
$108K 0.07%
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165
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166
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167
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169
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170
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171
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172
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3,341
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173
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943
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174
$93K 0.06%
3,228
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175
$89K 0.06%
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