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
451
$5K ﹤0.01%
225
-225
452
$5K ﹤0.01%
29
453
$4K ﹤0.01%
125
454
$4K ﹤0.01%
271
-291
455
$4K ﹤0.01%
191
-321
456
$4K ﹤0.01%
80
457
$4K ﹤0.01%
100
458
$4K ﹤0.01%
130
459
$4K ﹤0.01%
100
-251
460
$4K ﹤0.01%
100
461
$4K ﹤0.01%
140
462
$4K ﹤0.01%
70
463
$4K ﹤0.01%
225
464
$4K ﹤0.01%
246
465
$4K ﹤0.01%
50
466
$4K ﹤0.01%
197
467
$4K ﹤0.01%
32
468
$4K ﹤0.01%
154
-84
469
$4K ﹤0.01%
63
470
$4K ﹤0.01%
+30
471
$4K ﹤0.01%
154
472
$4K ﹤0.01%
198
-91
473
$4K ﹤0.01%
607
+377
474
$3K ﹤0.01%
174
+170
475
$3K ﹤0.01%
23
17 18
19
20 21