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
251
$41K 0.02%
349
-423
252
$41K 0.02%
389
-70
253
$41K 0.02%
+2,655
254
$41K 0.02%
614
255
$40K 0.02%
288
+10
256
$40K 0.02%
344
+276
257
$39K 0.02%
325
+19
258
$39K 0.02%
2,395
259
$38K 0.02%
1,446
+250
260
$38K 0.02%
355
+15
261
$37K 0.02%
800
262
$37K 0.02%
263
263
$37K 0.02%
628
+71
264
$37K 0.02%
+1,620
265
$37K 0.02%
750
+76
266
$36K 0.02%
1,318
+968
267
$36K 0.02%
8,200
+1,000
268
$36K 0.02%
174
-19
269
$35K 0.02%
926
+23
270
$35K 0.02%
+513
271
$34K 0.02%
820
+61
272
$34K 0.02%
1,495
273
$33K 0.02%
3,510
+494
274
$33K 0.02%
413
+43
275
$33K 0.02%
362
+92
9 10
11
12 13