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
1076
$3K ﹤0.01%
55
-219
1077
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45
1078
$3K ﹤0.01%
1,000
-800
1079
$3K ﹤0.01%
25
-113
1080
$3K ﹤0.01%
41
+1
1081
$3K ﹤0.01%
+76
1082
$3K ﹤0.01%
10
1083
$3K ﹤0.01%
+115
1084
$3K ﹤0.01%
15
1085
$3K ﹤0.01%
+208
1086
$3K ﹤0.01%
37
1087
$3K ﹤0.01%
15
1088
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155
1089
$3K ﹤0.01%
128
-127
1090
$3K ﹤0.01%
190
1091
$3K ﹤0.01%
800
1092
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38
1093
$3K ﹤0.01%
133
+1
1094
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109
1095
$3K ﹤0.01%
102
-29
1096
$3K ﹤0.01%
26
1097
$3K ﹤0.01%
+26
1098
$3K ﹤0.01%
193
+128
1099
$3K ﹤0.01%
97
1100
$3K ﹤0.01%
51
42 43
44
45 46