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
$167M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.99M
3
+$3.18M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.64M
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$2.25M

Top Sells

1
+$3.65M
2
+$3.27M
3
+$3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.21M

Sector Composition

1 Financials 2.91%
2 Industrials 2.88%
3 Technology 2.85%
4 Healthcare 2.4%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.03%
1,708
-1,498
227
$46K 0.03%
940
228
$45K 0.03%
227
+17
229
$45K 0.03%
783
+416
230
$45K 0.03%
1,038
-15
231
$45K 0.03%
330
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232
$44K 0.03%
358
+176
233
$43K 0.03%
493
+2
234
$42K 0.03%
1,025
-141
235
$41K 0.02%
822
-398
236
$41K 0.02%
99
237
$41K 0.02%
710
+534
238
$40K 0.02%
802
-42
239
$40K 0.02%
527
-126
240
$39K 0.02%
766
-64,171
241
$39K 0.02%
1,241
-154
242
$37K 0.02%
744
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243
$37K 0.02%
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244
$37K 0.02%
213
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245
$36K 0.02%
309
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246
$36K 0.02%
1,550
247
$35K 0.02%
575
-77
248
$35K 0.02%
7,760
+5,000
249
$34K 0.02%
2,159
250
$34K 0.02%
676
-35
8 9
10
11 12