CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
976
$6K ﹤0.01%
70
+41
977
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5
978
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109
-2,087
979
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676
980
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+1
981
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32
982
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983
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984
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985
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986
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987
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332
+6
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65
989
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116
+1
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+172
991
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+90
992
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52
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994
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995
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565
996
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26
997
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39
-69
998
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107
-2,453
999
$5K ﹤0.01%
194
+1
1000
$5K ﹤0.01%
400
38 39
40
41 42