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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1226
$1K ﹤0.01%
31
1227
$1K ﹤0.01%
14
1228
$1K ﹤0.01%
33
1229
$1K ﹤0.01%
260
1230
$0 ﹤0.01%
7
1231
– –
-133
1232
$0 ﹤0.01%
11
1233
– –
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1234
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1235
– –
-350
1236
$0 ﹤0.01%
6
+3
1237
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0
1238
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1239
$0 ﹤0.01%
10
1240
$0 ﹤0.01%
2
1241
– –
-50
1242
– –
-139
1243
– –
-20
1244
$0 ﹤0.01%
+4
1245
$0 ﹤0.01%
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1246
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1247
$0 ﹤0.01%
100
1248
– –
-12,750
1249
$0 ﹤0.01%
20
1250
– –
-36
48 49
50
51 52