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
526
$68.7K 0.01%
3,221
527
$68.6K 0.01%
781
+103
528
$68.5K 0.01%
3,368
529
$68.3K 0.01%
2,883
530
$68.3K 0.01%
+2,205
531
$67.5K 0.01%
1,098
+305
532
$67.4K 0.01%
+1,982
533
$67.3K 0.01%
640
-8,601
534
$67.1K 0.01%
7,814
+7,648
535
$67.1K 0.01%
490
+1
536
$66.9K 0.01%
2,380
-1,640
537
$66.5K 0.01%
5,675
-500
538
$66.4K 0.01%
355
+2
539
$66.2K 0.01%
1,069
+6
540
$66K 0.01%
475
+1
541
$65.7K 0.01%
755
-123
542
$65.5K 0.01%
2,040
+8
543
$65.4K 0.01%
415
+323
544
$65.2K 0.01%
716
+268
545
$63.8K 0.01%
285
+180
546
$63.3K 0.01%
828
+189
547
$63.3K 0.01%
4,012
+12
548
$63K 0.01%
382
+18
549
$62.9K 0.01%
1,439
+31
550
$62.1K 0.01%
536
+31
20 21
22
23 24