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
876
$10K ﹤0.01%
+125
877
$10K ﹤0.01%
40
878
$10K ﹤0.01%
297
-1,457
879
$10K ﹤0.01%
500
-25
880
$9K ﹤0.01%
+69
881
$9K ﹤0.01%
211
+1
882
$9K ﹤0.01%
481
+4
883
$9K ﹤0.01%
309
+6
884
$9K ﹤0.01%
240
885
$9K ﹤0.01%
117
886
$9K ﹤0.01%
200
-300
887
$9K ﹤0.01%
205
+1
888
$9K ﹤0.01%
558
889
$9K ﹤0.01%
61
-11
890
$9K ﹤0.01%
+137
891
$9K ﹤0.01%
310
892
$9K ﹤0.01%
123
+8
893
$9K ﹤0.01%
100
894
$9K ﹤0.01%
163
-67
895
$9K ﹤0.01%
100
896
$9K ﹤0.01%
178
897
$9K ﹤0.01%
512
+150
898
$8K ﹤0.01%
725
899
$8K ﹤0.01%
58
+50
900
$8K ﹤0.01%
1,000
34 35
36
37 38