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
1201
$1K ﹤0.01%
80
1202
$1K ﹤0.01%
12
1203
$1K ﹤0.01%
10
1204
$1K ﹤0.01%
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1205
$1K ﹤0.01%
1,000
+999
1206
$1K ﹤0.01%
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1207
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40
1208
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150
1209
$1K ﹤0.01%
163
+3
1210
$1K ﹤0.01%
18
1211
$1K ﹤0.01%
69
1212
$1K ﹤0.01%
2
1213
$1K ﹤0.01%
45
1214
$1K ﹤0.01%
+30
1215
$1K ﹤0.01%
16
+5
1216
$1K ﹤0.01%
24
1217
$1K ﹤0.01%
61
-5
1218
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5
+4
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
47 48
49
50 51