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
451
$7K ﹤0.01%
110
-50
452
$6K ﹤0.01%
101
453
$6K ﹤0.01%
45
454
$6K ﹤0.01%
280
-450
455
$6K ﹤0.01%
167
456
$6K ﹤0.01%
+160
457
$6K ﹤0.01%
169
458
$6K ﹤0.01%
70
459
$6K ﹤0.01%
1,390
+340
460
$6K ﹤0.01%
+400
461
$6K ﹤0.01%
+200
462
$6K ﹤0.01%
88
463
$5K ﹤0.01%
+25
464
$5K ﹤0.01%
+20
465
$5K ﹤0.01%
228
-525
466
$5K ﹤0.01%
+135
467
$5K ﹤0.01%
102
+1
468
$5K ﹤0.01%
+96
469
$5K ﹤0.01%
87
+1
470
$5K ﹤0.01%
80
471
$5K ﹤0.01%
212
-703
472
$5K ﹤0.01%
185
473
$5K ﹤0.01%
+50
474
$5K ﹤0.01%
+108
475
$5K ﹤0.01%
52
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