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
201
$66K 0.04%
6,070
+3,489
202
$65K 0.04%
395
+387
203
$64K 0.04%
1,100
-100
204
$63K 0.04%
1,228
+4
205
$62K 0.04%
1,185
206
$61K 0.04%
3,320
-1,385
207
$61K 0.04%
739
-44
208
$61K 0.04%
780
+1
209
$58K 0.03%
1,067
+132
210
$57K 0.03%
540
-50
211
$56K 0.03%
751
-328
212
$56K 0.03%
521
+263
213
$55K 0.03%
1,005
-2,390
214
$55K 0.03%
1,155
215
$55K 0.03%
645
+7
216
$54K 0.03%
1,082
+5
217
$53K 0.03%
580
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218
$52K 0.03%
+1,214
219
$52K 0.03%
8,133
-27,787
220
$51K 0.03%
1,041
-70
221
$50K 0.03%
201
+95
222
$49K 0.03%
1,316
+148
223
$49K 0.03%
2,141
-62,178
224
$48K 0.03%
452
225
$48K 0.03%
440
+231
7 8
9
10 11