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
$186M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$827K
2
+$683K
3
+$673K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$615K
5
GD icon
General Dynamics
GD
+$606K

Top Sells

1
+$2.76M
2
+$1.37M
3
+$870K
4
TROW icon
T. Rowe Price
TROW
+$699K
5
VFC icon
VF Corp
VFC
+$537K

Sector Composition

1 Technology 3.13%
2 Financials 2.98%
3 Industrials 2.84%
4 Healthcare 2.38%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.03%
1,081
+9
227
$54K 0.03%
1,226
+16
228
$54K 0.03%
2,813
-2,241
229
$53K 0.03%
990
-50
230
$53K 0.03%
8,169
+18
231
$53K 0.03%
3,801
-4,741
232
$52K 0.03%
511
+79
233
$51K 0.03%
+1,425
234
$50K 0.03%
345
+125
235
$49K 0.03%
1,005
-150
236
$49K 0.03%
452
237
$48K 0.03%
1,320
-389
238
$48K 0.03%
1,038
-29
239
$48K 0.03%
1,661
240
$48K 0.03%
330
+129
241
$48K 0.03%
+756
242
$47K 0.03%
1,697
+781
243
$45K 0.02%
716
244
$45K 0.02%
2,448
+351
245
$44K 0.02%
908
-480
246
$43K 0.02%
1,030
+5
247
$43K 0.02%
300
+153
248
$42K 0.02%
529
+2
249
$42K 0.02%
501
+358
250
$41K 0.02%
+1,309
8 9
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