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
276
$295K 0.04%
998
-260
277
$292K 0.04%
1,613
+49
278
$292K 0.04%
12,450
+4,329
279
$292K 0.04%
1,146
+153
280
$291K 0.04%
2,015
+403
281
$291K 0.04%
+65,566
282
$286K 0.04%
15,585
+1,226
283
$275K 0.04%
4,344
+2,980
284
$272K 0.04%
8,234
-1,253
285
$272K 0.04%
590
286
$264K 0.03%
3,042
+1,189
287
$262K 0.03%
1,313
+26
288
$256K 0.03%
1,825
+225
289
$254K 0.03%
1,729
+67
290
$253K 0.03%
2,460
+184
291
$253K 0.03%
3,132
+1,667
292
$248K 0.03%
1,304
+1
293
$248K 0.03%
9,116
-355
294
$246K 0.03%
1,205
+268
295
$246K 0.03%
1,822
-49
296
$244K 0.03%
7,700
297
$241K 0.03%
1,090
-49
298
$238K 0.03%
2,107
-253
299
$238K 0.03%
10,654
-2,914
300
$236K 0.03%
1,448
-165
10 11
12
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