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
376
$154K 0.02%
1,200
377
$152K 0.02%
186
-11
378
$150K 0.02%
1,657
+2
379
$150K 0.02%
5,612
-1,172
380
$149K 0.02%
6,082
-334
381
$149K 0.02%
13,200
+3,562
382
$149K 0.02%
1,110
-243
383
$148K 0.02%
359
+18
384
$148K 0.02%
4,357
-257
385
$148K 0.02%
2,058
+119
386
$148K 0.02%
+6,675
387
$146K 0.02%
6,000
-462
388
$146K 0.02%
1,975
-56,136
389
$145K 0.02%
1,682
+70
390
$145K 0.02%
2,680
-405
391
$145K 0.02%
1,012
392
$144K 0.02%
2,015
+6
393
$144K 0.02%
1,468
-174
394
$143K 0.02%
1,623
+275
395
$142K 0.02%
2,266
+281
396
$142K 0.02%
+15,000
397
$141K 0.02%
3,588
-248
398
$141K 0.02%
1,662
-301
399
$141K 0.02%
8,240
-1,202
400
$141K 0.02%
1,090
14 15
16
17 18