CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$12.6M
2
+$11.7M
3
+$7.79M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.44M
5
VTV icon
Vanguard Value ETF
VTV
+$5.16M

Top Sells

1
+$10.4M
2
+$6.82M
3
+$6.53M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.23M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.09M

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
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54
1153
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51
-25
1154
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6
1155
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513
+10
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20
1157
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+40
1158
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1159
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54
-19
1160
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18
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1161
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28
+1
1162
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1163
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+15
1164
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+12
1165
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+29
1166
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+152
1167
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20
1168
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300
1169
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15
1170
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10
1171
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34
-415
1172
$1K ﹤0.01%
69
1173
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13
1174
$1K ﹤0.01%
+2,000
1175
$1K ﹤0.01%
12
45 46
47
48 49