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
626
$34K 0.01%
976
-768
627
$33K 0.01%
1,661
628
$33K 0.01%
929
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629
$32K 0.01%
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630
$32K 0.01%
2,700
+1,700
631
$32K 0.01%
590
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632
$32K 0.01%
3,210
-850
633
$32K 0.01%
2,171
+275
634
$32K 0.01%
1,032
+156
635
$32K 0.01%
464
-1,153
636
$32K 0.01%
1,731
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637
$32K 0.01%
239
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638
$32K 0.01%
298
639
$31K 0.01%
792
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640
$31K 0.01%
1,263
641
$31K 0.01%
547
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642
$31K 0.01%
885
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643
$30K ﹤0.01%
200
644
$30K ﹤0.01%
675
645
$30K ﹤0.01%
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646
$30K ﹤0.01%
1,040
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647
$30K ﹤0.01%
1,590
+8
648
$29K ﹤0.01%
1,215
649
$29K ﹤0.01%
1,000
650
$29K ﹤0.01%
3,480
+86
24 25
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