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
476
$91.4K 0.01%
+4,200
477
$91.1K 0.01%
777
-144
478
$91K 0.01%
510
-48
479
$89.8K 0.01%
2,910
-405
480
$88.9K 0.01%
3,580
-4,871
481
$88.6K 0.01%
266
+50
482
$88.6K 0.01%
535
-211
483
$88K 0.01%
3,122
+34
484
$87.7K 0.01%
3,110
-198
485
$87.4K 0.01%
11,003
486
$86.8K 0.01%
1,391
-519
487
$85.5K 0.01%
1,534
-965
488
$85.2K 0.01%
1,154
-86
489
$84.8K 0.01%
785
490
$83.8K 0.01%
26,952
+3,184
491
$83.1K 0.01%
2,439
-1,550
492
$83K 0.01%
3,250
493
$82K 0.01%
10,722
-5,059
494
$81.9K 0.01%
1,143
-92
495
$81.6K 0.01%
1,961
-16
496
$81K 0.01%
767
-59
497
$80.5K 0.01%
1,301
-199
498
$80.5K 0.01%
1,055
-49
499
$80K 0.01%
+2,102
500
$80K 0.01%
619
+18
18 19
20
21 22