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
326
$202K 0.03%
4,471
+2,114
327
$201K 0.03%
3,654
-1,100
328
$201K 0.03%
+3,236
329
$198K 0.03%
2,930
-44
330
$198K 0.03%
7,765
-314
331
$198K 0.03%
6,646
+1,060
332
$198K 0.03%
8,700
333
$196K 0.03%
10,704
+2,061
334
$194K 0.03%
6,800
335
$193K 0.03%
2,547
-537
336
$189K 0.02%
4,295
-64
337
$188K 0.02%
5,708
-56,571
338
$187K 0.02%
10,042
+3,578
339
$185K 0.02%
2,491
-13
340
$185K 0.02%
2,788
-322
341
$183K 0.02%
29,620
+478
342
$183K 0.02%
3,350
+10
343
$182K 0.02%
333
+3
344
$182K 0.02%
1,832
-1,170
345
$181K 0.02%
2,497
-5,985
346
$179K 0.02%
1,560
+545
347
$178K 0.02%
5,800
348
$177K 0.02%
2,135
+212
349
$177K 0.02%
4,690
-42
350
$177K 0.02%
2,901
-171
12 13
14
15 16