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
$609M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,416
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.7M
3
+$7.19M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.98M
5
VTV icon
Vanguard Value ETF
VTV
+$4.83M

Top Sells

1
+$10.2M
2
+$6.4M
3
+$6.17M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.87M
5
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
+$3.95M

Sector Composition

1 Technology 4.44%
2 Industrials 2.67%
3 Financials 2.51%
4 Consumer Discretionary 2.25%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$275K 0.05%
6,087
+2,541
252
$271K 0.04%
10,529
-718
253
$261K 0.04%
4,197
+3,801
254
$259K 0.04%
1,886
-401
255
$256K 0.04%
12,608
-1,464
256
$256K 0.04%
3,295
+691
257
$255K 0.04%
2,513
+1,617
258
$255K 0.04%
1,985
-103
259
$251K 0.04%
4,103
+3,001
260
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5,025
-213
261
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3,964
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262
$248K 0.04%
3,054
-41
263
$247K 0.04%
2,429
+1,529
264
$246K 0.04%
7,081
-2,639
265
$245K 0.04%
2,712
-1,351
266
$242K 0.04%
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-90
267
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3,949
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268
$240K 0.04%
1,391
+441
269
$239K 0.04%
6,923
+1,390
270
$238K 0.04%
1,138
-59
271
$235K 0.04%
486
-3
272
$234K 0.04%
14,173
-857
273
$234K 0.04%
10,979
-346
274
$229K 0.04%
1,619
-29
275
$227K 0.04%
32,472
+654
9 10
11
12 13