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
176
$89K 0.06%
732
-28
177
$88K 0.06%
441
+3
178
$87K 0.06%
4,710
+2,160
179
$87K 0.06%
1,290
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180
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3,012
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181
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551
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182
$85K 0.05%
1,558
183
$84K 0.05%
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-396
184
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453
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185
$82K 0.05%
+2,948
186
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615
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187
$78K 0.05%
7,125
188
$77K 0.05%
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189
$75K 0.05%
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-573
190
$73K 0.05%
7,955
+4,977
191
$73K 0.05%
608
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192
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193
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194
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716
195
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196
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197
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864
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198
$65K 0.04%
1,420
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199
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1,864
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200
$63K 0.04%
1,417
-25
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