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
476
$3K ﹤0.01%
96
477
$3K ﹤0.01%
200
-132
478
$3K ﹤0.01%
40
479
$3K ﹤0.01%
50
480
$3K ﹤0.01%
170
-160
481
$3K ﹤0.01%
263
482
$3K ﹤0.01%
60
483
$3K ﹤0.01%
130
-24,206
484
$3K ﹤0.01%
52
-3,090
485
$3K ﹤0.01%
47
-85
486
$3K ﹤0.01%
25
487
$3K ﹤0.01%
150
-300
488
$3K ﹤0.01%
+30
489
$3K ﹤0.01%
50
490
$3K ﹤0.01%
1,753
-2,489
491
$2K ﹤0.01%
85
492
$2K ﹤0.01%
46
-149
493
$2K ﹤0.01%
100
-1,960
494
$2K ﹤0.01%
25
495
$2K ﹤0.01%
35
496
$2K ﹤0.01%
100
-100
497
$2K ﹤0.01%
50
498
$2K ﹤0.01%
50
499
$2K ﹤0.01%
+100
500
$2K ﹤0.01%
75
18 19
20
21 22