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
126
$249K 0.13%
1,582
+6
127
$244K 0.13%
4,600
-256
128
$242K 0.13%
3,765
+719
129
$239K 0.13%
3,314
+264
130
$233K 0.13%
1,583
+19
131
$226K 0.12%
859
+299
132
$219K 0.12%
4,218
+29
133
$217K 0.12%
2,562
+114
134
$207K 0.11%
8,258
+3,857
135
$205K 0.11%
6,618
+3,855
136
$204K 0.11%
1,829
+11
137
$204K 0.11%
7,550
-925
138
$201K 0.11%
+9,000
139
$200K 0.11%
9,070
-150
140
$188K 0.1%
4,025
-50
141
$187K 0.1%
5,892
+329
142
$185K 0.1%
9,955
+3,105
143
$185K 0.1%
2,457
-5
144
$183K 0.1%
10,772
+78
145
$182K 0.1%
12,490
-905
146
$181K 0.1%
16,440
+176
147
$180K 0.1%
7,393
148
$178K 0.1%
2,988
+1,041
149
$176K 0.09%
5,626
150
$174K 0.09%
1,347
+285
4 5
6
7 8