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
826
$13K ﹤0.01%
600
827
$13K ﹤0.01%
15
828
$12K ﹤0.01%
66
+26
829
$12K ﹤0.01%
440
830
$12K ﹤0.01%
30
831
$12K ﹤0.01%
444
+3
832
$12K ﹤0.01%
3,000
833
$12K ﹤0.01%
380
834
$12K ﹤0.01%
205
+1
835
$12K ﹤0.01%
+750
836
$12K ﹤0.01%
200
837
$12K ﹤0.01%
317
838
$12K ﹤0.01%
517
-1,640
839
$12K ﹤0.01%
351
+288
840
$12K ﹤0.01%
+200
841
$12K ﹤0.01%
366
+1
842
$11K ﹤0.01%
+300
843
$11K ﹤0.01%
215
844
$11K ﹤0.01%
+417
845
$11K ﹤0.01%
218
+3
846
$11K ﹤0.01%
100
847
$11K ﹤0.01%
1,700
848
$11K ﹤0.01%
104
849
$11K ﹤0.01%
2,500
+1,100
850
$11K ﹤0.01%
1,038
-1,638
32 33
34
35 36