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
51
$883K 0.48%
14,447
+675
52
$827K 0.45%
+7,068
53
$809K 0.44%
11,885
-284
54
$784K 0.42%
5,569
+111
55
$765K 0.41%
8,530
+197
56
$751K 0.4%
7,568
+24
57
$749K 0.4%
23,260
-2,274
58
$742K 0.4%
21,065
+1,364
59
$738K 0.4%
7,787
+476
60
$718K 0.39%
6,174
-1,046
61
$716K 0.39%
5,288
+475
62
$688K 0.37%
20,301
+13,406
63
$673K 0.36%
+8,523
64
$672K 0.36%
12,017
+1,349
65
$657K 0.35%
10,342
+901
66
$630K 0.34%
6,673
+503
67
$628K 0.34%
23,071
-763
68
$615K 0.33%
7,090
+102
69
$594K 0.32%
5,527
+1,625
70
$584K 0.31%
8,967
-69
71
$577K 0.31%
11,690
+230
72
$546K 0.29%
12,905
+20
73
$536K 0.29%
6,852
+2
74
$532K 0.29%
4,397
+518
75
$509K 0.27%
9,031
+381
1 2
3
4 5