CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$902K
2
+$701K
3
+$665K
4
GD icon
General Dynamics
GD
+$645K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$640K

Top Sells

1
+$2.86M
2
+$1.43M
3
+$699K
4
FLR icon
Fluor
FLR
+$655K
5
VFC icon
VF Corp
VFC
+$643K

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