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
501
$4K ﹤0.01%
197
502
$4K ﹤0.01%
155
503
$4K ﹤0.01%
558
-3,784
504
$4K ﹤0.01%
325
505
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60
506
$4K ﹤0.01%
200
507
$4K ﹤0.01%
254
-1,695
508
$4K ﹤0.01%
39
+9
509
$4K ﹤0.01%
+6
510
$4K ﹤0.01%
189
-811
511
$4K ﹤0.01%
750
512
$4K ﹤0.01%
223
513
$4K ﹤0.01%
165
-346
514
$3K ﹤0.01%
+100
515
$3K ﹤0.01%
6
516
$3K ﹤0.01%
+61
517
$3K ﹤0.01%
50
518
$3K ﹤0.01%
200
-210
519
$3K ﹤0.01%
+149
520
$3K ﹤0.01%
+49
521
$3K ﹤0.01%
140
522
$3K ﹤0.01%
106
-205
523
$3K ﹤0.01%
200
-1,187
524
$3K ﹤0.01%
50
525
$3K ﹤0.01%
170
19 20
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