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
401
$115K 0.02%
2,822
-8
402
$115K 0.02%
1,008
403
$115K 0.02%
194
-5
404
$115K 0.02%
2,517
+2,500
405
$114K 0.02%
1,290
-192
406
$114K 0.02%
1,426
+22
407
$114K 0.02%
959
+70
408
$113K 0.02%
459
-41
409
$113K 0.02%
537
-83
410
$112K 0.02%
454
+39
411
$112K 0.02%
2,177
-1,139
412
$112K 0.02%
1,926
+5
413
$109K 0.02%
1,196
-3,645
414
$109K 0.02%
2,497
-9
415
$108K 0.02%
1,890
+11
416
$108K 0.02%
4,848
417
$108K 0.02%
5,778
+830
418
$107K 0.02%
1,701
-360
419
$107K 0.02%
3,319
+446
420
$107K 0.02%
417
-13
421
$106K 0.02%
3,421
+2,967
422
$106K 0.02%
543
423
$106K 0.02%
1,002
-100
424
$106K 0.02%
6,375
-300
425
$105K 0.02%
3,139
15 16
17
18 19