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
526
$3K ﹤0.01%
263
527
$3K ﹤0.01%
60
528
$3K ﹤0.01%
+27
529
$3K ﹤0.01%
+30
530
$3K ﹤0.01%
+79
531
$3K ﹤0.01%
103
-90
532
$3K ﹤0.01%
103
-680
533
$3K ﹤0.01%
47
534
$3K ﹤0.01%
50
535
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70
-50
536
$3K ﹤0.01%
+31
537
$2K ﹤0.01%
+11
538
$2K ﹤0.01%
64
+33
539
$2K ﹤0.01%
8
-22
540
$2K ﹤0.01%
+4
541
$2K ﹤0.01%
+19
542
$2K ﹤0.01%
+13
543
$2K ﹤0.01%
+49
544
$2K ﹤0.01%
96
-265
545
$2K ﹤0.01%
25
546
$2K ﹤0.01%
35
547
$2K ﹤0.01%
100
548
$2K ﹤0.01%
+192
549
$2K ﹤0.01%
75
550
$2K ﹤0.01%
50
-50
20 21
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