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
726
$21K ﹤0.01%
432
727
$21K ﹤0.01%
801
728
$21K ﹤0.01%
1,010
729
$21K ﹤0.01%
322
-342
730
$21K ﹤0.01%
+1,000
731
$21K ﹤0.01%
180
+19
732
$21K ﹤0.01%
800
733
$20K ﹤0.01%
+1,000
734
$20K ﹤0.01%
220
735
$20K ﹤0.01%
693
736
$20K ﹤0.01%
862
+324
737
$20K ﹤0.01%
768
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738
$20K ﹤0.01%
215
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739
$20K ﹤0.01%
415
740
$20K ﹤0.01%
680
-40
741
$20K ﹤0.01%
251
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742
$20K ﹤0.01%
515
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743
$19K ﹤0.01%
373
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744
$19K ﹤0.01%
343
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745
$19K ﹤0.01%
967
746
$19K ﹤0.01%
1,758
+150
747
$19K ﹤0.01%
40
748
$19K ﹤0.01%
630
-50
749
$19K ﹤0.01%
537
+34
750
$19K ﹤0.01%
464
+2
28 29
30
31 32