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
501
$67K 0.01%
800
-1,485
502
$67K 0.01%
492
+9
503
$67K 0.01%
2,500
504
$66K 0.01%
1,317
+1
505
$66K 0.01%
420
+1
506
$65K 0.01%
2,575
+50
507
$65K 0.01%
5,195
508
$65K 0.01%
847
+81
509
$64K 0.01%
767
+123
510
$64K 0.01%
600
+400
511
$63K 0.01%
2,240
+852
512
$63K 0.01%
1,179
513
$62K 0.01%
400
+300
514
$62K 0.01%
1,350
515
$62K 0.01%
1,125
+65
516
$61K 0.01%
233
517
$61K 0.01%
1,960
+1,480
518
$61K 0.01%
2,218
+7
519
$61K 0.01%
1,280
520
$60K 0.01%
1,239
+125
521
$60K 0.01%
704
522
$60K 0.01%
266
+36
523
$59K 0.01%
500
524
$58K 0.01%
450
525
$56K 0.01%
967
+24
19 20
21
22 23