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
576
$55.5K 0.01%
437
+1
577
$55.5K 0.01%
210
578
$55.3K 0.01%
426
+225
579
$54.6K 0.01%
2,407
-650
580
$54.2K 0.01%
890
+2
581
$54K 0.01%
1,031
582
$53.5K 0.01%
+1,012
583
$53K 0.01%
1,572
+269
584
$52.9K 0.01%
1,000
585
$52.9K 0.01%
588
-179
586
$52.7K 0.01%
2,348
587
$52.7K 0.01%
+823
588
$52.6K 0.01%
1,378
-1,085
589
$52.2K 0.01%
1,426
+7
590
$51.9K 0.01%
+785
591
$51.1K 0.01%
1,009
592
$51K 0.01%
1,562
-93
593
$50.9K 0.01%
742
+8
594
$50.9K 0.01%
5,000
+2,000
595
$50.7K 0.01%
707
596
$50.5K 0.01%
+2,000
597
$50.4K 0.01%
1,363
-2,674
598
$50.3K 0.01%
1,500
599
$50.1K 0.01%
533
+330
600
$50K 0.01%
1,099
-26
22 23
24
25 26