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
176
$106K 0.08%
899
-84
177
$105K 0.08%
1,326
-226
178
$103K 0.07%
2,125
+1,917
179
$103K 0.07%
824
-50
180
$101K 0.07%
4,300
+4,000
181
$97K 0.07%
+1,538
182
$96K 0.07%
2,780
-724
183
$96K 0.07%
2,070
+1,842
184
$94K 0.07%
35,050
+24,000
185
$93K 0.07%
7,125
186
$92K 0.07%
778
-123
187
$91K 0.07%
3,142
-34
188
$90K 0.06%
692
-125
189
$90K 0.06%
1,308
+4
190
$86K 0.06%
952
191
$83K 0.06%
3,468
+363
192
$82K 0.06%
2,400
-1,595
193
$78K 0.06%
697
194
$78K 0.06%
2,234
195
$76K 0.05%
3,210
+626
196
$73K 0.05%
444
197
$73K 0.05%
3,570
-56,260
198
$73K 0.05%
7,080
+3,875
199
$72K 0.05%
643
-16
200
$72K 0.05%
1,499
+1,320
6 7
8
9 10