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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$3.94M
3
+$3.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.53M
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$2.17M

Top Sells

1
+$3.56M
2
+$3.21M
3
+$2.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.86M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.15M

Sector Composition

1 Financials 2.91%
2 Industrials 2.88%
3 Technology 2.85%
4 Healthcare 2.4%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-1,000
677
$0 ﹤0.01%
+3
678
– –
-26
679
$0 ﹤0.01%
+5
680
– –
-100
681
– –
-241
682
$0 ﹤0.01%
30
683
$0 ﹤0.01%
+1
684
$0 ﹤0.01%
7
-32
685
$0 ﹤0.01%
301
-1,284
686
– –
-10
687
– –
-330
688
$0 ﹤0.01%
1
689
– –
-250
690
– –
-20
691
– –
-25
692
– –
-705
693
– –
-300
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