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
551
$2K ﹤0.01%
50
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552
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+1,544
553
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103
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556
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558
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+30
560
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561
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+21
562
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71
563
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564
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565
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200
566
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567
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100
569
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320
-2,110
570
$2K ﹤0.01%
50
571
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12
572
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50
573
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12
574
$2K ﹤0.01%
+43
575
$2K ﹤0.01%
34
21 22
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