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
601
$38K 0.01%
255
+150
602
$38K 0.01%
5,232
+95
603
$37K 0.01%
1,798
+243
604
$37K 0.01%
1,434
+12
605
$37K 0.01%
727
606
$37K 0.01%
2,400
607
$37K 0.01%
1,116
-696
608
$36K 0.01%
300
-35
609
$36K 0.01%
2,719
-86
610
$36K 0.01%
1,312
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611
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910
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612
$35K 0.01%
1,104
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613
$35K 0.01%
4,011
614
$35K 0.01%
787
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615
$35K 0.01%
1,022
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616
$35K 0.01%
1,128
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617
$35K 0.01%
209
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619
$35K 0.01%
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620
$35K 0.01%
300
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621
$35K 0.01%
260
622
$34K 0.01%
452
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623
$34K 0.01%
2,866
+145
624
$34K 0.01%
384
+259
625
$34K 0.01%
+604
23 24
25
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