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
326
$17K 0.01%
377
327
$17K 0.01%
90
328
$17K 0.01%
349
+14
329
$17K 0.01%
164
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223
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331
$16K 0.01%
763
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332
$16K 0.01%
909
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333
$16K 0.01%
381
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334
$16K 0.01%
+214
335
$16K 0.01%
176
-119
336
$15K 0.01%
+295
337
$15K 0.01%
388
338
$15K 0.01%
91
339
$15K 0.01%
350
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340
$15K 0.01%
58
341
$15K 0.01%
168
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342
$15K 0.01%
493
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343
$15K 0.01%
148
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344
$15K 0.01%
389
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345
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89
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346
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284
347
$14K 0.01%
312
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348
$14K 0.01%
688
349
$14K 0.01%
500
350
$14K 0.01%
700
12 13
14
15 16