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
776
$16K ﹤0.01%
317
-50
777
$16K ﹤0.01%
600
778
$16K ﹤0.01%
700
779
$16K ﹤0.01%
486
-250
780
$16K ﹤0.01%
35
781
$16K ﹤0.01%
352
782
$16K ﹤0.01%
100
783
$16K ﹤0.01%
835
-2,180
784
$16K ﹤0.01%
300
+212
785
$16K ﹤0.01%
24
+2
786
$16K ﹤0.01%
850
787
$16K ﹤0.01%
301
+1
788
$15K ﹤0.01%
+460
789
$15K ﹤0.01%
100
790
$15K ﹤0.01%
+100
791
$15K ﹤0.01%
526
-300
792
$15K ﹤0.01%
281
+2
793
$15K ﹤0.01%
460
-89
794
$15K ﹤0.01%
630
795
$15K ﹤0.01%
547
-339
796
$14K ﹤0.01%
150
797
$14K ﹤0.01%
495
798
$14K ﹤0.01%
152
799
$14K ﹤0.01%
75
800
$14K ﹤0.01%
440
+100
30 31
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