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
201
$78K 0.04%
392
+1
202
$77K 0.04%
1,698
+6
203
$74K 0.04%
1,272
204
$72K 0.04%
2,201
+66
205
$71K 0.04%
1,266
+489
206
$68K 0.04%
1,700
207
$68K 0.04%
399
-334
208
$67K 0.04%
1,805
+5
209
$67K 0.04%
868
+18
210
$66K 0.04%
665
-4
211
$66K 0.04%
1,240
-7
212
$65K 0.04%
1,232
+4
213
$64K 0.03%
+1,932
214
$64K 0.03%
1,185
215
$63K 0.03%
784
+1
216
$62K 0.03%
950
-150
217
$62K 0.03%
567
+14
218
$61K 0.03%
565
+25
219
$61K 0.03%
1,111
+746
220
$60K 0.03%
1,170
+1,078
221
$60K 0.03%
1,366
-106
222
$59K 0.03%
+1,686
223
$59K 0.03%
2,000
224
$57K 0.03%
502
-50
225
$56K 0.03%
312
7 8
9
10 11