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
476
$5K ﹤0.01%
301
-21
477
$5K ﹤0.01%
15
+6
478
$5K ﹤0.01%
32
479
$5K ﹤0.01%
100
480
$5K ﹤0.01%
34
+9
481
$5K ﹤0.01%
+51
482
$5K ﹤0.01%
158
+2
483
$5K ﹤0.01%
+135
484
$4K ﹤0.01%
142
485
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+16
486
$4K ﹤0.01%
218
-415
487
$4K ﹤0.01%
400
488
$4K ﹤0.01%
30
489
$4K ﹤0.01%
100
490
$4K ﹤0.01%
119
+69
491
$4K ﹤0.01%
130
492
$4K ﹤0.01%
+27
493
$4K ﹤0.01%
+129
494
$4K ﹤0.01%
100
495
$4K ﹤0.01%
63
496
$4K ﹤0.01%
70
-468
497
$4K ﹤0.01%
+110
498
$4K ﹤0.01%
+200
499
$4K ﹤0.01%
225
500
$4K ﹤0.01%
+55
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