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
576
$44K 0.01%
326
577
$44K 0.01%
+446
578
$44K 0.01%
+1,500
579
$44K 0.01%
801
+646
580
$43K 0.01%
203
581
$42K 0.01%
1,462
+12
582
$42K 0.01%
1,056
-13
583
$41K 0.01%
800
-50
584
$41K 0.01%
762
585
$41K 0.01%
1,574
+5
586
$41K 0.01%
1,700
-846
587
$41K 0.01%
263
588
$40K 0.01%
109
+23
589
$40K 0.01%
495
-959
590
$40K 0.01%
+1,816
591
$39K 0.01%
466
+59
592
$39K 0.01%
1,621
+19
593
$39K 0.01%
541
-105
594
$38K 0.01%
331
-50
595
$38K 0.01%
1,405
-91
596
$38K 0.01%
1,465
+247
597
$38K 0.01%
445
+45
598
$38K 0.01%
1,378
-200
599
$38K 0.01%
457
+185
600
$38K 0.01%
2,100
-70
22 23
24
25 26