CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
476
$77K 0.01%
+3,368
477
$77K 0.01%
457
-243
478
$76K 0.01%
1,120
479
$76K 0.01%
+2,065
480
$76K 0.01%
1,224
-662
481
$76K 0.01%
3,435
-2,630
482
$75K 0.01%
2,108
+681
483
$75K 0.01%
2,531
+47
484
$75K 0.01%
1,972
485
$73K 0.01%
3,549
+96
486
$72K 0.01%
3,730
+373
487
$72K 0.01%
3,169
+26
488
$72K 0.01%
1,222
+27
489
$71K 0.01%
2,661
+116
490
$71K 0.01%
2,974
-378
491
$71K 0.01%
+5,301
492
$70K 0.01%
820
493
$69K 0.01%
1,871
+22
494
$69K 0.01%
3,715
+3,210
495
$69K 0.01%
1,316
+114
496
$68K 0.01%
2,383
-1,800
497
$68K 0.01%
907
-125
498
$68K 0.01%
1,459
+54
499
$68K 0.01%
1,865
+89
500
$67K 0.01%
1,395
+447
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