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
151
$129K 0.08%
4,250
-4,340
152
$125K 0.07%
823
+268
153
$124K 0.07%
1,040
+51
154
$121K 0.07%
2,484
-15,119
155
$114K 0.07%
681
+256
156
$110K 0.07%
1,206
+58
157
$110K 0.07%
+1,314
158
$108K 0.06%
+2,400
159
$108K 0.06%
693
+1
160
$107K 0.06%
828
+128
161
$106K 0.06%
657
+627
162
$106K 0.06%
1,940
+4
163
$103K 0.06%
1,223
-14
164
$102K 0.06%
1,282
+265
165
$102K 0.06%
3,696
-5,844
166
$98K 0.06%
1,237
+10
167
$98K 0.06%
2,088
+30
168
$97K 0.06%
2,375
169
$97K 0.06%
446
+160
170
$97K 0.06%
752
+86
171
$95K 0.06%
+3,301
172
$93K 0.06%
772
+81
173
$93K 0.06%
3,785
+1,291
174
$91K 0.05%
2,029
-1,343
175
$91K 0.05%
901
+801
5 6
7
8 9