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
701
$24K ﹤0.01%
690
702
$24K ﹤0.01%
7,300
703
$24K ﹤0.01%
385
+2
704
$24K ﹤0.01%
438
-308
705
$23K ﹤0.01%
845
-34,075
706
$23K ﹤0.01%
295
+15
707
$23K ﹤0.01%
134
708
$23K ﹤0.01%
800
709
$23K ﹤0.01%
2,000
710
$23K ﹤0.01%
1,050
711
$23K ﹤0.01%
752
+256
712
$23K ﹤0.01%
1,290
+240
713
$23K ﹤0.01%
724
-100
714
$22K ﹤0.01%
+1,000
715
$22K ﹤0.01%
+1,000
716
$22K ﹤0.01%
+400
717
$22K ﹤0.01%
200
718
$22K ﹤0.01%
1,035
+75
719
$22K ﹤0.01%
300
-1,664
720
$22K ﹤0.01%
1,283
-237
721
$22K ﹤0.01%
2,800
722
$22K ﹤0.01%
107
723
$22K ﹤0.01%
500
724
$22K ﹤0.01%
921
+113
725
$22K ﹤0.01%
700
27 28
29
30 31