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
676
$27K ﹤0.01%
1,000
677
$26K ﹤0.01%
294
+3
678
$26K ﹤0.01%
392
679
$26K ﹤0.01%
750
680
$26K ﹤0.01%
309
+90
681
$26K ﹤0.01%
1,238
-257
682
$26K ﹤0.01%
566
-375
683
$26K ﹤0.01%
1,408
-8
684
$26K ﹤0.01%
1,000
685
$26K ﹤0.01%
2,126
+41
686
$25K ﹤0.01%
271
+7
687
$25K ﹤0.01%
547
688
$25K ﹤0.01%
450
689
$25K ﹤0.01%
90
690
$25K ﹤0.01%
+1,375
691
$25K ﹤0.01%
474
-28
692
$25K ﹤0.01%
400
693
$24K ﹤0.01%
211
+99
694
$24K ﹤0.01%
105
695
$24K ﹤0.01%
188
-4
696
$24K ﹤0.01%
204
+2
697
$24K ﹤0.01%
1,302
-359
698
$24K ﹤0.01%
356
699
$24K ﹤0.01%
719
700
$24K ﹤0.01%
787
26 27
28
29 30