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
151
$114K 0.07%
989
-80
152
$113K 0.07%
2,451
-1,614
153
$112K 0.06%
1,928
+1,460
154
$111K 0.06%
962
-318
155
$106K 0.06%
3,439
+251
156
$104K 0.06%
4,206
-516
157
$102K 0.06%
2,402
158
$102K 0.06%
682
+73
159
$97K 0.06%
940
-1,241
160
$96K 0.06%
1,217
+9
161
$96K 0.06%
359
-194
162
$94K 0.05%
3,937
163
$93K 0.05%
798
-813
164
$93K 0.05%
907
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165
$92K 0.05%
691
-28
166
$91K 0.05%
+1,442
167
$90K 0.05%
1,735
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168
$87K 0.05%
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169
$87K 0.05%
817
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170
$86K 0.05%
3,202
-188
171
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1,400
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172
$85K 0.05%
2,690
+1,890
173
$84K 0.05%
1,559
+1
174
$82K 0.05%
1,516
+390
175
$78K 0.04%
2,250
+225
5 6
7
8 9