CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$12.6M
2
+$11.7M
3
+$7.79M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.44M
5
VTV icon
Vanguard Value ETF
VTV
+$5.16M

Top Sells

1
+$10.4M
2
+$6.82M
3
+$6.53M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.23M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.09M

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
901
$8K ﹤0.01%
+210
902
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120
-9
903
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904
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150
+1
905
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162
-4
906
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287
907
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908
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909
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365
+27
910
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301
911
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1,000
912
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33
913
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+265
914
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167
915
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35
916
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+3,000
917
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227
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918
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85
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95
920
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39
921
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800
922
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45
923
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40
924
$8K ﹤0.01%
760
+18
925
$7K ﹤0.01%
365
-65
35 36
37
38 39