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
201
$62K 0.04%
419
-583
202
$62K 0.04%
2,583
+1
203
$62K 0.04%
3,203
+2,277
204
$59K 0.04%
987
+51
205
$59K 0.04%
+7,100
206
$59K 0.04%
1,262
207
$58K 0.04%
+960
208
$58K 0.04%
1,025
-50
209
$58K 0.04%
758
210
$58K 0.04%
623
+5
211
$57K 0.04%
1,200
212
$57K 0.04%
913
+234
213
$56K 0.04%
836
214
$56K 0.04%
1,126
+250
215
$56K 0.04%
503
216
$56K 0.04%
750
+350
217
$55K 0.04%
1,663
+4
218
$55K 0.04%
835
+611
219
$55K 0.04%
501
+3
220
$55K 0.04%
550
221
$54K 0.03%
900
+500
222
$54K 0.03%
617
-50
223
$53K 0.03%
1,108
+172
224
$53K 0.03%
1,099
-794
225
$52K 0.03%
+7,910
7 8
9
10 11