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
201
$415K 0.07%
3,978
+731
202
$413K 0.07%
2,449
-134
203
$411K 0.07%
8,518
+1,871
204
$406K 0.07%
26,188
+257
205
$404K 0.07%
22,902
-13,440
206
$404K 0.07%
4,250
+1,627
207
$402K 0.07%
8,498
+428
208
$400K 0.07%
13,946
-85,332
209
$399K 0.07%
7,405
+145
210
$389K 0.06%
2,845
+258
211
$385K 0.06%
15,658
-147,610
212
$383K 0.06%
9,462
+1,029
213
$381K 0.06%
4,761
-1,268
214
$381K 0.06%
+13,962
215
$380K 0.06%
8,746
+362
216
$380K 0.06%
5,879
+9
217
$376K 0.06%
10,520
-322
218
$374K 0.06%
2,054
+182
219
$357K 0.06%
5,105
+339
220
$355K 0.06%
1,194
-82
221
$351K 0.06%
1,280
+118
222
$346K 0.06%
31,088
-1,227
223
$346K 0.06%
2,687
+178
224
$345K 0.06%
1,520
+910
225
$340K 0.06%
6,790
-2,509
7 8
9
10 11