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
351
$17K 0.01%
387
352
$17K 0.01%
45
-734
353
$17K 0.01%
592
+1
354
$16K 0.01%
+457
355
$16K 0.01%
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356
$16K 0.01%
266
+17
357
$16K 0.01%
96
358
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214
359
$15K 0.01%
647
-25
360
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195
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361
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164
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362
$15K 0.01%
89
+30
363
$15K 0.01%
3,565
364
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388
365
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150
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366
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176
367
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2,456
-14
368
$15K 0.01%
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369
$14K 0.01%
65
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371
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372
$14K 0.01%
630
373
$14K 0.01%
688
374
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800
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375
$14K 0.01%
121
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13 14
15
16 17