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
751
$19K ﹤0.01%
750
752
$19K ﹤0.01%
599
753
$19K ﹤0.01%
831
754
$18K ﹤0.01%
+321
755
$18K ﹤0.01%
77
+45
756
$18K ﹤0.01%
801
+40
757
$18K ﹤0.01%
203
758
$18K ﹤0.01%
759
-2,108
759
$18K ﹤0.01%
1,200
760
$18K ﹤0.01%
600
761
$18K ﹤0.01%
750
-175
762
$18K ﹤0.01%
750
763
$18K ﹤0.01%
7,450
-1,700
764
$17K ﹤0.01%
287
-4
765
$17K ﹤0.01%
314
-113
766
$17K ﹤0.01%
180
767
$17K ﹤0.01%
505
768
$17K ﹤0.01%
869
+3
769
$17K ﹤0.01%
+480
770
$17K ﹤0.01%
748
-500
771
$17K ﹤0.01%
1,000
772
$17K ﹤0.01%
+270
773
$17K ﹤0.01%
320
774
$17K ﹤0.01%
703
+15
775
$17K ﹤0.01%
459
+359
29 30
31
32 33