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
326
$21K 0.01%
900
327
$21K 0.01%
300
328
$21K 0.01%
104
+10
329
$21K 0.01%
+200
330
$21K 0.01%
789
+7
331
$21K 0.01%
1,148
-407
332
$21K 0.01%
111
333
$20K 0.01%
350
334
$20K 0.01%
304
+20
335
$20K 0.01%
256
-72
336
$20K 0.01%
405
337
$20K 0.01%
230
338
$20K 0.01%
760
+524
339
$19K 0.01%
656
-114
340
$19K 0.01%
410
341
$19K 0.01%
508
+3
342
$19K 0.01%
220
-100
343
$18K 0.01%
405
+380
344
$18K 0.01%
157
345
$18K 0.01%
322
346
$18K 0.01%
422
347
$18K 0.01%
107
348
$18K 0.01%
116
+11
349
$17K 0.01%
1,200
350
$17K 0.01%
800
12 13
14
15 16