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
601
$49.5K 0.01%
799
-40
602
$49.5K 0.01%
1,145
+1
603
$49.4K 0.01%
1,680
604
$49.3K 0.01%
1,696
+6
605
$48.7K 0.01%
123
+83
606
$48.5K 0.01%
1,874
+11
607
$48.5K 0.01%
730
608
$48.5K 0.01%
711
+529
609
$48.4K 0.01%
10,600
+10,500
610
$48.3K 0.01%
1,197
+20
611
$48.2K 0.01%
341
+331
612
$48.2K 0.01%
1,757
+348
613
$47.7K 0.01%
1,000
614
$47K 0.01%
427
+5
615
$46.9K 0.01%
102
+5
616
$46.5K 0.01%
+545
617
$46.5K 0.01%
1,939
+869
618
$46.4K 0.01%
7,300
619
$46.2K 0.01%
1,851
620
$45.3K 0.01%
1,525
-150
621
$45.3K 0.01%
1,180
-355
622
$45.2K 0.01%
1,021
+161
623
$45.2K 0.01%
1,293
-8,818
624
$45K 0.01%
1,938
-16,368
625
$44.9K 0.01%
579
23 24
25
26 27