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
76
$507K 0.27%
3,059
+398
77
$507K 0.27%
2,859
-120
78
$498K 0.27%
2,206
+7
79
$498K 0.27%
6,303
+1,373
80
$490K 0.26%
9,029
-48
81
$486K 0.26%
4,211
-173
82
$469K 0.25%
11,232
+30
83
$460K 0.25%
11,646
+3,570
84
$415K 0.22%
+7,556
85
$406K 0.22%
15,030
+1,850
86
$406K 0.22%
6,396
+2,527
87
$400K 0.22%
1,404
-72
88
$388K 0.21%
3,872
-2,213
89
$380K 0.2%
13,177
+5,250
90
$377K 0.2%
+2,912
91
$371K 0.2%
6,389
+2,178
92
$368K 0.2%
3,478
-70
93
$367K 0.2%
12,700
+2,044
94
$367K 0.2%
23,337
+9,391
95
$366K 0.2%
2,447
-321
96
$349K 0.19%
5,934
+1,806
97
$345K 0.19%
3,401
+1,079
98
$344K 0.19%
2,713
+13
99
$343K 0.18%
1,627
+201
100
$343K 0.18%
3,816
+518
2 3
4
5 6