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
376
$11K 0.01%
59
377
$11K 0.01%
620
-180
378
$11K 0.01%
+230
379
$11K 0.01%
127
+114
380
$11K 0.01%
+372
381
$10K 0.01%
200
382
$10K 0.01%
+100
383
$10K 0.01%
134
384
$10K 0.01%
350
385
$10K 0.01%
105
+80
386
$10K 0.01%
200
387
$10K 0.01%
269
-375
388
$10K 0.01%
203
-6,704
389
$9K 0.01%
156
390
$9K 0.01%
347
-402
391
$9K 0.01%
70
392
$9K 0.01%
693
393
$9K 0.01%
175
-240
394
$9K 0.01%
485
+325
395
$9K 0.01%
1,050
-276
396
$9K 0.01%
100
-30
397
$9K 0.01%
1,379
-2,628
398
$9K 0.01%
618
-981
399
$9K 0.01%
793
-1,287
400
$9K 0.01%
187
-135
14 15
16
17 18