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
1026
$4K ﹤0.01%
+25
1027
$4K ﹤0.01%
79
+11
1028
$4K ﹤0.01%
2
1029
$4K ﹤0.01%
150
-87
1030
$4K ﹤0.01%
48
1031
$4K ﹤0.01%
115
-400
1032
$4K ﹤0.01%
89
1033
$4K ﹤0.01%
150
1034
$4K ﹤0.01%
97
1035
$4K ﹤0.01%
+250
1036
$4K ﹤0.01%
87
1037
$4K ﹤0.01%
200
1038
$4K ﹤0.01%
41
-25
1039
$4K ﹤0.01%
600
1040
$4K ﹤0.01%
113
+1
1041
$4K ﹤0.01%
144
1042
$4K ﹤0.01%
50
1043
$4K ﹤0.01%
54
1044
$4K ﹤0.01%
30
+4
1045
$4K ﹤0.01%
+75
1046
$4K ﹤0.01%
17
1047
$4K ﹤0.01%
23
-300
1048
$4K ﹤0.01%
+76
1049
$4K ﹤0.01%
+81
1050
$4K ﹤0.01%
+220
40 41
42
43 44