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
551
$61.9K 0.01%
1,026
552
$61.9K 0.01%
426
553
$60.7K 0.01%
3,000
+9
554
$60.7K 0.01%
709
+34
555
$60.5K 0.01%
1,612
+14
556
$60.2K 0.01%
1,452
557
$59.9K 0.01%
5,195
558
$59.9K 0.01%
266
+2
559
$59.6K 0.01%
441
+123
560
$59.2K 0.01%
207
561
$59.1K 0.01%
+1,758
562
$58.9K 0.01%
704
563
$58.1K 0.01%
2,661
564
$58.1K 0.01%
1,228
-484
565
$58K 0.01%
1,447
-227
566
$57.6K 0.01%
450
567
$57.4K 0.01%
400
568
$57.2K 0.01%
403
569
$56.9K 0.01%
426
+235
570
$56.4K 0.01%
742
-400
571
$56K 0.01%
449
+149
572
$55.9K 0.01%
1,497
-2,568
573
$55.9K 0.01%
781
+27
574
$55.8K 0.01%
400
575
$55.6K 0.01%
2,433
+1,224
21 22
23
24 25