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
401
$11K 0.01%
372
402
$10K 0.01%
+393
403
$10K 0.01%
+1,400
404
$10K 0.01%
134
405
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352
406
$10K 0.01%
175
-65
407
$10K 0.01%
585
+241
408
$10K 0.01%
424
409
$10K 0.01%
892
410
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250
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411
$10K 0.01%
91
412
$9K ﹤0.01%
100
-250
413
$9K ﹤0.01%
100
414
$9K ﹤0.01%
560
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415
$9K ﹤0.01%
60
+30
416
$9K ﹤0.01%
100
417
$9K ﹤0.01%
500
418
$9K ﹤0.01%
693
419
$9K ﹤0.01%
485
420
$9K ﹤0.01%
313
421
$9K ﹤0.01%
104
422
$9K ﹤0.01%
+121
423
$9K ﹤0.01%
85
424
$9K ﹤0.01%
191
+1
425
$9K ﹤0.01%
787
15 16
17
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