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
276
$27K 0.02%
+1,300
277
$27K 0.02%
1,317
+37
278
$27K 0.02%
744
+180
279
$27K 0.02%
+931
280
$26K 0.02%
249
281
$26K 0.02%
865
282
$26K 0.02%
521
+10
283
$26K 0.02%
1,555
-2,267
284
$25K 0.02%
532
285
$25K 0.02%
867
286
$25K 0.02%
910
+5
287
$25K 0.02%
667
+406
288
$25K 0.02%
70
-7
289
$25K 0.02%
286
+223
290
$24K 0.01%
55
+13
291
$24K 0.01%
54
-6
292
$24K 0.01%
+405
293
$24K 0.01%
+3,565
294
$24K 0.01%
+304
295
$24K 0.01%
320
296
$23K 0.01%
+525
297
$23K 0.01%
+967
298
$23K 0.01%
480
-580
299
$22K 0.01%
+280
300
$22K 0.01%
678
+342
10 11
12
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