CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
1101
$3K ﹤0.01%
64
1102
$3K ﹤0.01%
+150
1103
$3K ﹤0.01%
214
-281,611
1104
$3K ﹤0.01%
100
1105
$3K ﹤0.01%
+37
1106
$2K ﹤0.01%
637
1107
$2K ﹤0.01%
60
1108
$2K ﹤0.01%
39
-6
1109
$2K ﹤0.01%
+170
1110
$2K ﹤0.01%
400
1111
$2K ﹤0.01%
63
1112
$2K ﹤0.01%
+20
1113
$2K ﹤0.01%
+533
1114
$2K ﹤0.01%
135
1115
$2K ﹤0.01%
+92
1116
$2K ﹤0.01%
202
-7
1117
$2K ﹤0.01%
130
-298
1118
$2K ﹤0.01%
13
1119
$2K ﹤0.01%
20
1120
$2K ﹤0.01%
52
1121
$2K ﹤0.01%
+41
1122
$2K ﹤0.01%
100
1123
$2K ﹤0.01%
83
1124
$2K ﹤0.01%
100
1125
$2K ﹤0.01%
26
43 44
45
46 47