CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
901
$8K ﹤0.01%
35
902
$8K ﹤0.01%
+3,000
903
$8K ﹤0.01%
227
-78
904
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85
+1
905
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95
906
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39
907
$8K ﹤0.01%
800
908
$8K ﹤0.01%
45
909
$8K ﹤0.01%
40
910
$8K ﹤0.01%
760
+18
911
$8K ﹤0.01%
725
912
$8K ﹤0.01%
58
+50
913
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203
914
$8K ﹤0.01%
150
+1
915
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162
-4
916
$8K ﹤0.01%
287
917
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153
918
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162
919
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365
+27
920
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301
921
$8K ﹤0.01%
1,000
922
$8K ﹤0.01%
33
923
$8K ﹤0.01%
+265
924
$8K ﹤0.01%
167
925
$7K ﹤0.01%
267
35 36
37
38 39