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
1051
$4K ﹤0.01%
105
1052
$4K ﹤0.01%
200
1053
$4K ﹤0.01%
167
1054
$4K ﹤0.01%
+130
1055
$4K ﹤0.01%
1,230
1056
$4K ﹤0.01%
+45
1057
$4K ﹤0.01%
+700
1058
$4K ﹤0.01%
400
1059
$4K ﹤0.01%
153
1060
$4K ﹤0.01%
10
1061
$4K ﹤0.01%
+120
1062
$4K ﹤0.01%
140
1063
$4K ﹤0.01%
83
1064
$4K ﹤0.01%
42
1065
$4K ﹤0.01%
77
+32
1066
$4K ﹤0.01%
40
-70
1067
$4K ﹤0.01%
100
1068
$4K ﹤0.01%
10,000
1069
$4K ﹤0.01%
150
-5,855
1070
$3K ﹤0.01%
14
1071
$3K ﹤0.01%
28
1072
$3K ﹤0.01%
20
1073
$3K ﹤0.01%
59
1074
$3K ﹤0.01%
108
-107
1075
$3K ﹤0.01%
51
41 42
43
44 45