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
176
$77K 0.04%
+425
177
$76K 0.04%
2,621
-2,549
178
$76K 0.04%
1,365
+4
179
$76K 0.04%
2,932
+99
180
$75K 0.04%
330
-441
181
$75K 0.04%
6,575
+6,273
182
$75K 0.04%
1,420
183
$75K 0.04%
5,031
+3,623
184
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1,556
+154
185
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777
186
$73K 0.04%
573
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187
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1,069
-851
188
$72K 0.04%
631
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189
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1,132
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190
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812
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191
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192
$70K 0.04%
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193
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194
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1,332
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195
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470
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196
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197
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198
$64K 0.04%
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+14
199
$64K 0.04%
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200
$61K 0.04%
1,200
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