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
151
$173K 0.09%
4,592
+3,034
152
$164K 0.09%
6,489
153
$162K 0.09%
1,044
154
$161K 0.09%
1,426
+441
155
$158K 0.09%
2,023
+17
156
$154K 0.08%
1,693
-176
157
$147K 0.08%
2,400
158
$142K 0.08%
3,534
159
$140K 0.08%
1,629
+20
160
$138K 0.07%
1,293
+115
161
$134K 0.07%
565
162
$129K 0.07%
1,015
-4
163
$128K 0.07%
+2,525
164
$127K 0.07%
2,160
-340
165
$124K 0.07%
2,521
+21
166
$123K 0.07%
2,432
+248
167
$121K 0.07%
1,048
+118
168
$119K 0.06%
681
169
$117K 0.06%
4,250
170
$115K 0.06%
+4,449
171
$115K 0.06%
1,298
+5
172
$109K 0.06%
1,231
+3
173
$109K 0.06%
450
+2
174
$108K 0.06%
866
+29
175
$107K 0.06%
1,964
+84
5 6
7
8 9