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
301
$21K 0.01%
900
302
$21K 0.01%
447
-37,860
303
$21K 0.01%
767
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304
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591
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305
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306
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798
307
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410
308
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309
$20K 0.01%
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310
$19K 0.01%
180
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311
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422
312
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356
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313
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314
$19K 0.01%
147
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315
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260
316
$19K 0.01%
510
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$18K 0.01%
352
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318
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322
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110
323
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157
324
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325
$17K 0.01%
369
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11 12
13
14 15