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
301
$236K 0.03%
965
+170
302
$235K 0.03%
+9,396
303
$235K 0.03%
+8,163
304
$235K 0.03%
3,708
-788
305
$235K 0.03%
982
+114
306
$234K 0.03%
23,225
+22,500
307
$234K 0.03%
1,253
-94
308
$233K 0.03%
1,070
-50
309
$231K 0.03%
1,186
-564
310
$230K 0.03%
3,729
-2,425
311
$228K 0.03%
1,742
+86
312
$226K 0.03%
+4,850
313
$226K 0.03%
4,075
-39
314
$225K 0.03%
6,920
+1,200
315
$222K 0.03%
4,541
-360
316
$222K 0.03%
2,218
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317
$221K 0.03%
6,790
+1,385
318
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4,140
+596
319
$216K 0.03%
2,456
+9
320
$215K 0.03%
2,069
+121
321
$211K 0.03%
1,652
+6
322
$207K 0.03%
2,081
-54
323
$206K 0.03%
6,680
324
$204K 0.03%
906
+19
325
$203K 0.03%
3,200
+176
11 12
13
14 15