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
451
$95K 0.02%
2,000
452
$95K 0.02%
1,509
+2
453
$92K 0.02%
169
+18
454
$91K 0.01%
5,337
+2,487
455
$90K 0.01%
1,142
+1
456
$90K 0.01%
971
-3
457
$88K 0.01%
4,700
458
$86K 0.01%
1,105
+400
459
$85K 0.01%
885
+91
460
$84K 0.01%
881
-149
461
$83K 0.01%
1,034
-20
462
$82K 0.01%
1,053
+719
463
$82K 0.01%
2,093
+1,478
464
$82K 0.01%
287
465
$82K 0.01%
469
-26
466
$82K 0.01%
8,800
467
$81K 0.01%
1,961
-78
468
$81K 0.01%
+601
469
$81K 0.01%
2,073
+1,470
470
$80K 0.01%
638
+2
471
$80K 0.01%
727
+1
472
$79K 0.01%
1,286
-3
473
$79K 0.01%
3,300
+945
474
$78K 0.01%
+561
475
$78K 0.01%
1,710
+42
17 18
19
20 21