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
376
$14K 0.01%
108
377
$14K 0.01%
257
+13
378
$13K 0.01%
271
+3
379
$13K 0.01%
+220
380
$13K 0.01%
254
381
$13K 0.01%
243
+43
382
$13K 0.01%
457
383
$13K 0.01%
117
+17
384
$13K 0.01%
+573
385
$13K 0.01%
183
386
$13K 0.01%
1,000
387
$13K 0.01%
230
-215
388
$12K 0.01%
397
+5
389
$12K 0.01%
233
+1
390
$12K 0.01%
1,160
-500
391
$12K 0.01%
43
-27
392
$12K 0.01%
+500
393
$11K 0.01%
725
394
$11K 0.01%
+252
395
$11K 0.01%
350
396
$11K 0.01%
250
397
$11K 0.01%
+101
398
$11K 0.01%
269
399
$11K 0.01%
90
-95
400
$11K 0.01%
+408
14 15
16
17 18