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
401
$9K 0.01%
424
+46
402
$9K 0.01%
787
403
$8K ﹤0.01%
185
404
$8K ﹤0.01%
156
+40
405
$8K ﹤0.01%
150
+100
406
$8K ﹤0.01%
52
407
$8K ﹤0.01%
313
408
$8K ﹤0.01%
95
-104
409
$8K ﹤0.01%
+169
410
$8K ﹤0.01%
192
-1,227
411
$8K ﹤0.01%
262
-459
412
$8K ﹤0.01%
211
-1,443
413
$8K ﹤0.01%
+160
414
$8K ﹤0.01%
183
-350
415
$7K ﹤0.01%
183
-2,075
416
$7K ﹤0.01%
111
417
$7K ﹤0.01%
464
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418
$7K ﹤0.01%
+63
419
$7K ﹤0.01%
286
-2,753
420
$7K ﹤0.01%
320
-200
421
$7K ﹤0.01%
400
422
$7K ﹤0.01%
120
-291
423
$7K ﹤0.01%
346
-605
424
$6K ﹤0.01%
20
425
$6K ﹤0.01%
30
15 16
17
18 19