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
1226
$1K ﹤0.01%
86
1227
$1K ﹤0.01%
500
1228
$1K ﹤0.01%
40
1229
$1K ﹤0.01%
19
1230
$0 ﹤0.01%
44
1231
– –
-775
1232
$0 ﹤0.01%
16
1233
– –
0
1234
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0
1235
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0
1236
– –
-57
1237
– –
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1238
– –
-409
1239
$0 ﹤0.01%
50
1240
– –
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1241
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1242
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1243
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1244
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1245
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-2,769
1246
$0 ﹤0.01%
7
1247
– –
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1248
$0 ﹤0.01%
11
1249
– –
-123
1250
– –
0
48 49
50
51 52