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
1126
$2K ﹤0.01%
+533
1127
$2K ﹤0.01%
135
1128
$2K ﹤0.01%
+92
1129
$2K ﹤0.01%
202
-7
1130
$2K ﹤0.01%
27
1131
$2K ﹤0.01%
80
1132
$2K ﹤0.01%
+38
1133
$2K ﹤0.01%
93
-92
1134
$2K ﹤0.01%
+50
1135
$2K ﹤0.01%
76
1136
$2K ﹤0.01%
104
-639
1137
$2K ﹤0.01%
86
1138
$2K ﹤0.01%
+51
1139
$2K ﹤0.01%
35
1140
$2K ﹤0.01%
145
1141
$2K ﹤0.01%
100
1142
$2K ﹤0.01%
+15
1143
$2K ﹤0.01%
22
1144
$2K ﹤0.01%
75
1145
$2K ﹤0.01%
19
1146
$2K ﹤0.01%
100
1147
$2K ﹤0.01%
+6
1148
$2K ﹤0.01%
50
1149
$2K ﹤0.01%
11
-5
1150
$2K ﹤0.01%
3
44 45
46
47 48