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
951
$7K ﹤0.01%
892
952
$7K ﹤0.01%
830
+9
953
$7K ﹤0.01%
+503
954
$7K ﹤0.01%
75
955
$7K ﹤0.01%
3,250
956
$6K ﹤0.01%
23
957
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150
-50
958
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30
-152
959
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13
960
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961
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131
+1
962
$6K ﹤0.01%
51
-5,179
963
$6K ﹤0.01%
241
964
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1,000
965
$6K ﹤0.01%
80
966
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68
-25
967
$6K ﹤0.01%
534
+14
968
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464
969
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128
+46
970
$6K ﹤0.01%
18
971
$6K ﹤0.01%
16
972
$6K ﹤0.01%
120
973
$6K ﹤0.01%
250
974
$6K ﹤0.01%
10
-9
975
$6K ﹤0.01%
70
+41
37 38
39
40 41