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
276
$33K 0.02%
+1,230
277
$32K 0.02%
1,400
-500
278
$32K 0.02%
331
279
$31K 0.02%
614
+16
280
$31K 0.02%
530
-50
281
$31K 0.02%
2,363
282
$31K 0.02%
783
283
$31K 0.02%
536
+72
284
$31K 0.02%
1,000
+300
285
$30K 0.02%
+1,277
286
$30K 0.02%
2,459
287
$29K 0.02%
258
288
$29K 0.02%
441
-47
289
$29K 0.02%
492
290
$28K 0.02%
99
291
$28K 0.02%
666
-2
292
$28K 0.02%
325
-172
293
$28K 0.02%
215
+67
294
$28K 0.02%
740
+70
295
$28K 0.02%
557
+262
296
$28K 0.02%
911
+146
297
$28K 0.02%
1,045
-445
298
$27K 0.01%
510
+260
299
$27K 0.01%
249
300
$27K 0.01%
+605
10 11
12
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