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
251
$350K 0.05%
6,008
-966
252
$345K 0.05%
11,962
-2,500
253
$342K 0.04%
2,640
+615
254
$341K 0.04%
2,554
+328
255
$341K 0.04%
5,500
-1,976
256
$340K 0.04%
26,999
-5,318
257
$340K 0.04%
13,455
-10,958
258
$337K 0.04%
10,575
+1,400
259
$337K 0.04%
3,391
+2,616
260
$331K 0.04%
9,946
+626
261
$329K 0.04%
2,125
-1,401
262
$327K 0.04%
5,100
+430
263
$324K 0.04%
20,115
+4,983
264
$321K 0.04%
9,982
-24,259
265
$319K 0.04%
4,222
+31
266
$318K 0.04%
3,269
-1,952
267
$318K 0.04%
10,100
+1,600
268
$317K 0.04%
7,782
-30
269
$316K 0.04%
9,040
+149
270
$316K 0.04%
13,244
+1,570
271
$312K 0.04%
14,998
+2,947
272
$311K 0.04%
44,678
+2,770
273
$306K 0.04%
3,720
+2,217
274
$300K 0.04%
6,712
-2,737
275
$296K 0.04%
6,018
-2,784
9 10
11
12 13