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
601
$1K ﹤0.01%
17
602
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+17
603
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100
604
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605
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+8
606
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10
607
$1K ﹤0.01%
14
-7,524
608
$1K ﹤0.01%
+12
609
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610
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+23
611
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15
612
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304
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100
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$1K ﹤0.01%
43
615
$1K ﹤0.01%
605
-5,134
616
$1K ﹤0.01%
+38
617
$0 ﹤0.01%
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618
$0 ﹤0.01%
6
619
$0 ﹤0.01%
120
620
$0 ﹤0.01%
9
621
– –
-156
622
– –
-1,339
623
$0 ﹤0.01%
+2
624
$0 ﹤0.01%
2
625
$0 ﹤0.01%
1
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