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
551
$49K 0.01%
1,500
552
$49K 0.01%
1,892
+124
553
$49K 0.01%
2,342
+862
554
$49K 0.01%
464
-14
555
$48K 0.01%
1,064
+692
556
$48K 0.01%
1,150
-913
557
$48K 0.01%
904
-4,283
558
$48K 0.01%
784
-26
559
$47K 0.01%
1,183
-59
560
$47K 0.01%
1,195
-41
561
$47K 0.01%
707
562
$47K 0.01%
1,000
563
$47K 0.01%
3,182
564
$46K 0.01%
1,848
565
$46K 0.01%
564
566
$46K 0.01%
1,679
+5
567
$46K 0.01%
598
568
$45K 0.01%
1,500
569
$45K 0.01%
146
-28
570
$45K 0.01%
625
-214
571
$45K 0.01%
+1,680
572
$45K 0.01%
2,391
+520
573
$45K 0.01%
+2,000
574
$44K 0.01%
179
+12
575
$44K 0.01%
1,112
-975
21 22
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