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
451
$108K 0.01%
1,158
-132
452
$107K 0.01%
4,406
-372
453
$107K 0.01%
1,343
+128
454
$106K 0.01%
1,770
+100
455
$106K 0.01%
5,206
-2,560
456
$106K 0.01%
695
+2
457
$105K 0.01%
3,550
458
$104K 0.01%
1,412
-102
459
$102K 0.01%
3,500
+1,000
460
$102K 0.01%
4,556
+1,281
461
$102K 0.01%
3,828
+1
462
$99.5K 0.01%
1,199
-115
463
$99.4K 0.01%
825
464
$99.4K 0.01%
1,452
-660
465
$98.7K 0.01%
2,000
466
$98.6K 0.01%
2,850
+878
467
$97.5K 0.01%
2,251
-98
468
$95.5K 0.01%
1,507
-247
469
$95.2K 0.01%
75
-14
470
$95.1K 0.01%
+3,030
471
$95.1K 0.01%
4,875
+930
472
$93.2K 0.01%
511
+2
473
$92.6K 0.01%
915
+91
474
$91.8K 0.01%
3,533
-275
475
$91.6K 0.01%
2,828
-182
17 18
19
20 21