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
176
$104K 0.06%
1,256
+9
177
$103K 0.06%
830
178
$100K 0.05%
950
+51
179
$99K 0.05%
1,967
+4
180
$98K 0.05%
657
181
$98K 0.05%
3,452
+2
182
$97K 0.05%
15,125
-3,452
183
$96K 0.05%
2,475
+1,812
184
$95K 0.05%
783
+274
185
$95K 0.05%
2,700
-100
186
$95K 0.05%
3,347
+24
187
$94K 0.05%
2,047
+2,037
188
$94K 0.05%
804
-2,862
189
$92K 0.05%
947
+103
190
$90K 0.05%
2,417
-360
191
$86K 0.05%
770
+40
192
$84K 0.05%
3,320
+325
193
$83K 0.04%
1,672
194
$83K 0.04%
2,720
+10
195
$82K 0.04%
9,495
+915
196
$82K 0.04%
4,629
+3,714
197
$82K 0.04%
1,609
198
$81K 0.04%
790
-60
199
$79K 0.04%
2,440
+1
200
$78K 0.04%
958
+2
6 7
8
9 10