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
551
$2K ﹤0.01%
+1,544
552
$2K ﹤0.01%
103
+1
553
$2K ﹤0.01%
+13
554
$2K ﹤0.01%
+12
555
$2K ﹤0.01%
+22
556
$2K ﹤0.01%
+23
557
$2K ﹤0.01%
+21
558
$2K ﹤0.01%
+30
559
$2K ﹤0.01%
+19
560
$2K ﹤0.01%
+21
561
$2K ﹤0.01%
71
562
$2K ﹤0.01%
+24
563
$2K ﹤0.01%
+93
564
$2K ﹤0.01%
200
565
$2K ﹤0.01%
+15
566
$2K ﹤0.01%
+8
567
$2K ﹤0.01%
100
568
$2K ﹤0.01%
320
-2,110
569
$2K ﹤0.01%
50
570
$2K ﹤0.01%
12
571
$2K ﹤0.01%
50
572
$2K ﹤0.01%
12
573
$2K ﹤0.01%
+43
574
$2K ﹤0.01%
34
575
$2K ﹤0.01%
75
21 22
23
24 25