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
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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606
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10
607
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14
-7,524
608
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609
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610
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611
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100
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43
615
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605
-5,134
616
$1K ﹤0.01%
+38
617
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-73
618
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-10
619
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620
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0
621
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622
– –
-27,433
623
$0 ﹤0.01%
10
624
$0 ﹤0.01%
1
625
$0 ﹤0.01%
7
+1
23 24
25
26 27