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

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
1201
$1K ﹤0.01%
12
1202
$1K ﹤0.01%
2
1203
$1K ﹤0.01%
12
1204
$1K ﹤0.01%
1,000
+999
1205
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1206
$1K ﹤0.01%
40
1207
$1K ﹤0.01%
150
1208
$1K ﹤0.01%
163
+3
1209
$1K ﹤0.01%
18
1210
$1K ﹤0.01%
69
1211
$1K ﹤0.01%
2
1212
$1K ﹤0.01%
45
1213
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+30
1214
$1K ﹤0.01%
16
+5
1215
$1K ﹤0.01%
24
1216
$1K ﹤0.01%
61
-5
1217
$1K ﹤0.01%
5
+4
1218
$1K ﹤0.01%
+40
1219
$1K ﹤0.01%
14
1220
$1K ﹤0.01%
33
1221
$1K ﹤0.01%
260
1222
$1K ﹤0.01%
90
1223
$1K ﹤0.01%
9
1224
$1K ﹤0.01%
+250
1225
$1K ﹤0.01%
1,000