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
401
$140K 0.02%
11,210
+4,500
402
$139K 0.02%
2,460
403
$139K 0.02%
2,336
+18
404
$138K 0.02%
1,211
+1,060
405
$138K 0.02%
380
-12
406
$137K 0.02%
2,261
-89
407
$136K 0.02%
800
-88
408
$136K 0.02%
2,619
-170
409
$136K 0.02%
1,341
-67
410
$136K 0.02%
393
-3
411
$136K 0.02%
729
-436
412
$135K 0.02%
4,000
413
$134K 0.02%
+6,536
414
$133K 0.02%
3,106
-346
415
$132K 0.02%
3,416
+623
416
$130K 0.02%
2,720
-626
417
$130K 0.02%
1,047
-41
418
$129K 0.02%
5,733
419
$128K 0.02%
3,000
+844
420
$128K 0.02%
2,348
-279
421
$128K 0.02%
4,725
422
$127K 0.02%
5,105
+2,850
423
$127K 0.02%
950
424
$125K 0.02%
3,357
-166
425
$125K 0.02%
1,428
-116
15 16
17
18 19