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
351
$14K 0.01%
250
-120
352
$14K 0.01%
108
353
$14K 0.01%
+103
354
$14K 0.01%
2,470
355
$14K 0.01%
524
-150
356
$14K 0.01%
+783
357
$13K 0.01%
400
358
$13K 0.01%
254
+207
359
$13K 0.01%
457
360
$13K 0.01%
145
361
$13K 0.01%
328
-10,630
362
$13K 0.01%
125
-100
363
$13K 0.01%
+183
364
$13K 0.01%
+1,000
365
$13K 0.01%
+667
366
$12K 0.01%
250
367
$12K 0.01%
223
-562
368
$12K 0.01%
+500
369
$12K 0.01%
1,410
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370
$12K 0.01%
389
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371
$12K 0.01%
201
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372
$12K 0.01%
353
-22,530
373
$11K 0.01%
791
+565
374
$11K 0.01%
350
375
$11K 0.01%
218
-2,295
13 14
15
16 17