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
651
$29K ﹤0.01%
712
652
$29K ﹤0.01%
536
-18
653
$29K ﹤0.01%
552
-403
654
$29K ﹤0.01%
139
+10
655
$29K ﹤0.01%
1,027
+7
656
$29K ﹤0.01%
1,170
-148
657
$29K ﹤0.01%
2,303
+43
658
$28K ﹤0.01%
472
659
$28K ﹤0.01%
598
-216,929
660
$28K ﹤0.01%
650
661
$28K ﹤0.01%
650
662
$28K ﹤0.01%
202
663
$28K ﹤0.01%
1,195
664
$28K ﹤0.01%
350
665
$28K ﹤0.01%
375
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666
$28K ﹤0.01%
396
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667
$27K ﹤0.01%
317
668
$27K ﹤0.01%
375
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669
$27K ﹤0.01%
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670
$27K ﹤0.01%
243
671
$27K ﹤0.01%
2,363
672
$27K ﹤0.01%
651
-200
673
$27K ﹤0.01%
748
-50
674
$27K ﹤0.01%
919
+21
675
$27K ﹤0.01%
445
-253
25 26
27
28 29