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
526
$56K 0.01%
1,675
-90
527
$56K 0.01%
1,500
528
$56K 0.01%
9,422
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529
$55K 0.01%
328
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530
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741
-13
531
$54K 0.01%
424
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532
$54K 0.01%
1,224
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533
$53K 0.01%
716
534
$53K 0.01%
14,813
-1,794
535
$53K 0.01%
420
-295
536
$52K 0.01%
372
537
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860
538
$52K 0.01%
1,420
-100
539
$52K 0.01%
3,221
+21
540
$51K 0.01%
668
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541
$51K 0.01%
3,519
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542
$51K 0.01%
297
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543
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544
$50K 0.01%
650
545
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676
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546
$50K 0.01%
1,710
-111
547
$50K 0.01%
629
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548
$50K 0.01%
1,366
+466
549
$50K 0.01%
+276
550
$50K 0.01%
1,000
20 21
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