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
301
$27K 0.01%
2,600
-360
302
$27K 0.01%
541
+1
303
$26K 0.01%
101
+46
304
$26K 0.01%
532
305
$26K 0.01%
1,000
306
$26K 0.01%
+912
307
$26K 0.01%
118
-83
308
$25K 0.01%
693
309
$25K 0.01%
407
+11
310
$25K 0.01%
915
+2
311
$25K 0.01%
1,407
+33
312
$25K 0.01%
102
-21
313
$25K 0.01%
189
+7
314
$24K 0.01%
+466
315
$24K 0.01%
412
+263
316
$23K 0.01%
589
+406
317
$23K 0.01%
967
318
$23K 0.01%
+561
319
$23K 0.01%
125
-84
320
$23K 0.01%
553
-73
321
$23K 0.01%
168
+23
322
$22K 0.01%
150
-109
323
$21K 0.01%
525
324
$21K 0.01%
387
-8,322
325
$21K 0.01%
132
+15
11 12
13
14 15