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
1151
$2K ﹤0.01%
31
-31
1152
$2K ﹤0.01%
54
1153
$2K ﹤0.01%
51
-25
1154
$2K ﹤0.01%
6
1155
$2K ﹤0.01%
513
+10
1156
$2K ﹤0.01%
20
1157
$1K ﹤0.01%
54
-19
1158
$1K ﹤0.01%
18
+13
1159
$1K ﹤0.01%
28
+1
1160
$1K ﹤0.01%
7
1161
$1K ﹤0.01%
+15
1162
$1K ﹤0.01%
+12
1163
$1K ﹤0.01%
+29
1164
$1K ﹤0.01%
+152
1165
$1K ﹤0.01%
20
1166
$1K ﹤0.01%
300
1167
$1K ﹤0.01%
15
1168
$1K ﹤0.01%
10
1169
$1K ﹤0.01%
34
-415
1170
$1K ﹤0.01%
69
1171
$1K ﹤0.01%
13
1172
$1K ﹤0.01%
+2,000
1173
$1K ﹤0.01%
12
1174
$1K ﹤0.01%
31
1175
$1K ﹤0.01%
12
45 46
47
48 49