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
$764M
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,454
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.2M
3
+$4.38M
4
FDG icon
American Century Focused Dynamic Growth ETF
FDG
+$4.05M
5
FLV icon
American Century Focused Large Cap Value ETF
FLV
+$3.19M

Top Sells

1
+$18M
2
+$7.69M
3
+$4.54M
4
BND icon
Vanguard Total Bond Market
BND
+$4.14M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$3.57M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.51%
3 Industrials 2.36%
4 Financials 2.2%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.06%
6,156
-21
227
$421K 0.06%
10,558
+1,072
228
$418K 0.05%
2,281
-138
229
$415K 0.05%
21,571
-1,976
230
$410K 0.05%
37,182
-758
231
$409K 0.05%
5,369
-124
232
$408K 0.05%
8,520
233
$404K 0.05%
6,933
+63
234
$403K 0.05%
13,150
+1,292
235
$401K 0.05%
9,274
-5,486
236
$396K 0.05%
16,644
+968
237
$394K 0.05%
5,633
+12
238
$392K 0.05%
21,165
-65,306
239
$390K 0.05%
21,184
+975
240
$390K 0.05%
18,594
+9,904
241
$382K 0.05%
8,510
+3,837
242
$380K 0.05%
4,878
+460
243
$373K 0.05%
5,915
+1,521
244
$368K 0.05%
1,124
-72
245
$365K 0.05%
9,370
246
$365K 0.05%
3,641
+249
247
$364K 0.05%
3,719
+4
248
$361K 0.05%
1,863
-18
249
$353K 0.05%
6,114
+246
250
$351K 0.05%
4,763
-244,278
8 9
10
11 12