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
426
$6K ﹤0.01%
100
-200
427
$6K ﹤0.01%
318
-575
428
$6K ﹤0.01%
+400
429
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185
430
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157
-264
431
$6K ﹤0.01%
528
-919
432
$6K ﹤0.01%
210
+150
433
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66
-30
434
$6K ﹤0.01%
40
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435
$6K ﹤0.01%
250
436
$6K ﹤0.01%
103
437
$6K ﹤0.01%
344
438
$6K ﹤0.01%
100
439
$6K ﹤0.01%
563
-646
440
$6K ﹤0.01%
109
-152
441
$6K ﹤0.01%
+3
442
$6K ﹤0.01%
87
443
$5K ﹤0.01%
73
444
$5K ﹤0.01%
101
-340
445
$5K ﹤0.01%
45
446
$5K ﹤0.01%
80
447
$5K ﹤0.01%
322
448
$5K ﹤0.01%
+65
449
$5K ﹤0.01%
325
450
$5K ﹤0.01%
82
-4,165
16 17
18
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