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
1001
$5K ﹤0.01%
87
-14
1002
$5K ﹤0.01%
+17
1003
$5K ﹤0.01%
83
+1
1004
$5K ﹤0.01%
33
1005
$5K ﹤0.01%
90
1006
$5K ﹤0.01%
68
+1
1007
$5K ﹤0.01%
+180
1008
$5K ﹤0.01%
105
+1
1009
$5K ﹤0.01%
104
1010
$5K ﹤0.01%
87
1011
$5K ﹤0.01%
267
1012
$5K ﹤0.01%
332
+6
1013
$5K ﹤0.01%
65
1014
$5K ﹤0.01%
76
1015
$5K ﹤0.01%
519
1016
$5K ﹤0.01%
165
1017
$5K ﹤0.01%
+50
1018
$5K ﹤0.01%
550
1019
$5K ﹤0.01%
47
1020
$5K ﹤0.01%
+510
1021
$5K ﹤0.01%
500
1022
$4K ﹤0.01%
2,000
1023
$4K ﹤0.01%
32
1024
$4K ﹤0.01%
216
1025
$4K ﹤0.01%
15
39 40
41
42 43