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
201
$71K 0.05%
650
-36
202
$71K 0.05%
2,252
203
$71K 0.05%
1,432
+2
204
$70K 0.05%
1,863
+273
205
$69K 0.05%
+1,910
206
$69K 0.05%
609
+2
207
$69K 0.05%
+668
208
$66K 0.05%
1,088
209
$66K 0.05%
2,235
+235
210
$66K 0.05%
1,137
-156
211
$65K 0.05%
836
212
$65K 0.05%
1,353
213
$64K 0.05%
1,179
214
$64K 0.05%
865
+155
215
$64K 0.05%
1,563
-124
216
$64K 0.05%
1,148
+1,073
217
$63K 0.05%
1,818
+12
218
$60K 0.04%
+2,147
219
$60K 0.04%
369
-20
220
$60K 0.04%
1,090
221
$59K 0.04%
670
-216
222
$59K 0.04%
1,917
+2
223
$57K 0.04%
1,889
-72
224
$57K 0.04%
+1,300
225
$56K 0.04%
632
+59
7 8
9
10 11