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
351
$175K 0.02%
1,890
352
$175K 0.02%
3,871
+1,932
353
$174K 0.02%
10,861
-8,187
354
$174K 0.02%
1,322
-36
355
$172K 0.02%
364
-85
356
$172K 0.02%
5,749
+765
357
$171K 0.02%
5,297
-359
358
$171K 0.02%
565
359
$171K 0.02%
803
-1,859
360
$170K 0.02%
+19,608
361
$168K 0.02%
3,069
+382
362
$168K 0.02%
5,376
+6
363
$167K 0.02%
1,951
-11,333
364
$166K 0.02%
3,523
-173
365
$165K 0.02%
2,034
+992
366
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2,162
-3
367
$164K 0.02%
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368
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1,331
+1
369
$163K 0.02%
723
-35
370
$162K 0.02%
945
+2
371
$160K 0.02%
4,922
-600
372
$158K 0.02%
8,500
373
$156K 0.02%
6,192
-2,022
374
$156K 0.02%
7,035
+1,719
375
$155K 0.02%
4,161
-182
13 14
15
16 17