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
501
$79.9K 0.01%
+2,966
502
$79.5K 0.01%
2,500
503
$79.4K 0.01%
98,019
+2,750
504
$78.9K 0.01%
520
-156
505
$78.2K 0.01%
1,545
-91
506
$77.9K 0.01%
1,000
507
$77.9K 0.01%
927
+15
508
$77.3K 0.01%
2,859
-6,834
509
$76.9K 0.01%
+2,600
510
$76.3K 0.01%
1,948
-70
511
$75.8K 0.01%
818
+124
512
$75.3K 0.01%
+6,951
513
$74K 0.01%
+1,400
514
$73.6K 0.01%
315
-45
515
$73.4K 0.01%
827
+1
516
$73.2K 0.01%
1,322
+2
517
$72.6K 0.01%
254
+168
518
$72.1K 0.01%
1,450
-41
519
$71.4K 0.01%
785
-100
520
$71.2K 0.01%
1,405
+10
521
$71.1K 0.01%
702
+101
522
$70.7K 0.01%
871
-47
523
$70.6K 0.01%
2,069
-124
524
$69.5K 0.01%
1,280
525
$68.8K 0.01%
1,818
-8
19 20
21
22 23