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
426
$123K 0.02%
4,329
+1,229
427
$122K 0.02%
1,704
-969
428
$121K 0.02%
341
+37
429
$120K 0.02%
3,167
+462
430
$120K 0.02%
1,084
+347
431
$120K 0.02%
1,921
+8
432
$120K 0.02%
4,300
-212
433
$120K 0.02%
872
-9
434
$119K 0.02%
959
-71
435
$118K 0.02%
423
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436
$118K 0.02%
3,740
-10
437
$117K 0.02%
4,052
+234
438
$117K 0.02%
1,967
-1,116
439
$116K 0.02%
3,725
+605
440
$116K 0.02%
707
-44
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$115K 0.02%
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442
$114K 0.02%
543
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443
$113K 0.01%
657
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444
$112K 0.01%
2,145
+134
445
$111K 0.01%
545
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446
$111K 0.01%
3,139
447
$111K 0.01%
2,016
+4
448
$111K 0.01%
2,541
-20
449
$109K 0.01%
737
-4,964
450
$108K 0.01%
486
+368
16 17
18
19 20