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
576
$2K ﹤0.01%
+64
577
$2K ﹤0.01%
200
578
$2K ﹤0.01%
100
579
$2K ﹤0.01%
201
-1,348
580
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+22
581
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+20
582
$2K ﹤0.01%
+11
583
$2K ﹤0.01%
+1,000
584
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50
-201
585
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+55
586
$2K ﹤0.01%
3
587
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$1K ﹤0.01%
+29
589
$1K ﹤0.01%
21
-3,394
590
$1K ﹤0.01%
100
591
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100
592
$1K ﹤0.01%
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594
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+30
595
$1K ﹤0.01%
123
596
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+9
597
$1K ﹤0.01%
10
598
$1K ﹤0.01%
+29
599
$1K ﹤0.01%
22
+21
600
$1K ﹤0.01%
18
22 23
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