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
251
$34K 0.02%
1,046
+412
252
$33K 0.02%
1,140
+125
253
$32K 0.02%
1,395
254
$31K 0.02%
969
-36,807
255
$31K 0.02%
+800
256
$31K 0.02%
181
+121
257
$31K 0.02%
2,459
258
$31K 0.02%
220
+148
259
$31K 0.02%
331
+315
260
$30K 0.02%
486
+74
261
$30K 0.02%
460
+165
262
$30K 0.02%
162
-182
263
$29K 0.02%
350
+100
264
$29K 0.02%
+1,000
265
$29K 0.02%
+300
266
$29K 0.02%
1,335
267
$29K 0.02%
2,952
-1,168
268
$29K 0.02%
2,070
-695
269
$29K 0.02%
492
-89
270
$29K 0.02%
443
+303
271
$29K 0.02%
467
+27
272
$28K 0.02%
+258
273
$28K 0.02%
1,180
274
$28K 0.02%
+536
275
$27K 0.02%
414
-14
9 10
11
12 13