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
351
$147K 0.02%
1,133
+16
352
$145K 0.02%
+5,725
353
$145K 0.02%
1,593
-56
354
$145K 0.02%
4,017
-153
355
$144K 0.02%
4,187
+19
356
$144K 0.02%
+4,237
357
$143K 0.02%
3,310
358
$143K 0.02%
1,868
+60
359
$143K 0.02%
1,406
360
$142K 0.02%
1,574
-238
361
$142K 0.02%
1,961
+126
362
$141K 0.02%
1,700
+175
363
$141K 0.02%
2,723
+288
364
$141K 0.02%
3,329
-293
365
$140K 0.02%
20,727
+448
366
$140K 0.02%
2,190
+5
367
$139K 0.02%
3,539
-51
368
$138K 0.02%
2,646
-292
369
$137K 0.02%
+5,300
370
$137K 0.02%
6,627
+4,611
371
$136K 0.02%
15,055
+299
372
$136K 0.02%
5,873
-141
373
$135K 0.02%
3,164
-578
374
$135K 0.02%
6,459
+2,478
375
$133K 0.02%
10,786
+1,586
13 14
15
16 17