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
501
$2K ﹤0.01%
171
-604
502
$2K ﹤0.01%
+30
503
$2K ﹤0.01%
102
-202
504
$2K ﹤0.01%
135
-119
505
$2K ﹤0.01%
+37
506
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45
507
$2K ﹤0.01%
53
508
$2K ﹤0.01%
56
-1
509
$2K ﹤0.01%
+23
510
$2K ﹤0.01%
+200
511
$2K ﹤0.01%
119
512
$2K ﹤0.01%
100
-1,300
513
$2K ﹤0.01%
12
514
$2K ﹤0.01%
50
515
$2K ﹤0.01%
12
516
$2K ﹤0.01%
25
-623
517
$2K ﹤0.01%
110
518
$2K ﹤0.01%
75
519
$2K ﹤0.01%
100
520
$2K ﹤0.01%
60
-65
521
$2K ﹤0.01%
45
522
$1K ﹤0.01%
+1
523
$1K ﹤0.01%
+7
524
$1K ﹤0.01%
+12
525
$1K ﹤0.01%
1,276
19 20
21
22 23