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
$167M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.99M
3
+$3.18M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.64M
5
DWPP
First Trust Dorsey Wright People's Portfolio ETF
DWPP
+$2.25M

Top Sells

1
+$3.65M
2
+$3.27M
3
+$3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.21M

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
126
$178K 0.11%
1,115
+905
127
$177K 0.11%
7,491
+3,921
128
$174K 0.1%
2,240
+1,951
129
$173K 0.1%
+1,952
130
$172K 0.1%
1,394
+351
131
$171K 0.1%
+489
132
$168K 0.1%
1,805
-782
133
$167K 0.1%
5,352
134
$167K 0.1%
1,479
-35
135
$165K 0.1%
2,029
+1,950
136
$163K 0.1%
+6,489
137
$162K 0.1%
565
+535
138
$161K 0.1%
1,734
139
$161K 0.1%
535
+496
140
$158K 0.09%
1,279
+444
141
$157K 0.09%
4,500
+100
142
$157K 0.09%
+2,295
143
$155K 0.09%
14,723
+315
144
$153K 0.09%
1,178
+1,068
145
$152K 0.09%
+909
146
$151K 0.09%
3,527
-6,538
147
$149K 0.09%
2,372
+2,153
148
$137K 0.08%
2,320
149
$135K 0.08%
1,212
+816
150
$131K 0.08%
3,437
-7,719
4 5
6
7 8