CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
201
$60K 0.03%
888
-18
202
$60K 0.03%
1,125
+16
203
$59K 0.03%
918
204
$58K 0.03%
515
+7
205
$58K 0.03%
696
-1,673
206
$58K 0.03%
289
-154
207
$57K 0.03%
1,266
+141
208
$57K 0.03%
1,046
-813
209
$56K 0.03%
709
-50
210
$55K 0.03%
589
-15,448
211
$55K 0.03%
1,697
+12
212
$54K 0.03%
999
+3
213
$54K 0.03%
1,120
+11
214
$54K 0.03%
627
+237
215
$54K 0.03%
1,132
-5,704
216
$54K 0.03%
343
+289
217
$54K 0.03%
1,469
218
$53K 0.03%
1,206
-771
219
$53K 0.03%
1,616
-1,430
220
$53K 0.03%
880
221
$53K 0.03%
750
-50
222
$52K 0.03%
825
223
$52K 0.03%
1,145
-124
224
$52K 0.03%
2,561
+1,260
225
$52K 0.03%
965
+226
7 8
9
10 11