CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$902K
2
+$701K
3
+$665K
4
GD icon
General Dynamics
GD
+$645K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$640K

Top Sells

1
+$2.86M
2
+$1.43M
3
+$699K
4
FLR icon
Fluor
FLR
+$655K
5
VFC icon
VF Corp
VFC
+$643K

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
426
$8K ﹤0.01%
156
427
$8K ﹤0.01%
200
428
$8K ﹤0.01%
565
-226
429
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149
-74
430
$8K ﹤0.01%
701
-497
431
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93
+1
432
$8K ﹤0.01%
160
-1,356
433
$8K ﹤0.01%
78
+13
434
$8K ﹤0.01%
+182
435
$8K ﹤0.01%
161
436
$8K ﹤0.01%
225
437
$7K ﹤0.01%
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438
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18
+3
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$7K ﹤0.01%
428
+81
440
$7K ﹤0.01%
212
441
$7K ﹤0.01%
146
+1
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$7K ﹤0.01%
+200
443
$7K ﹤0.01%
464
444
$7K ﹤0.01%
28
445
$7K ﹤0.01%
143
-708
446
$7K ﹤0.01%
184
447
$7K ﹤0.01%
+115
448
$7K ﹤0.01%
+79
449
$7K ﹤0.01%
112
+9
450
$7K ﹤0.01%
211
16 17
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