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
626
$44.2K 0.01%
266
-60
627
$43.9K 0.01%
1,500
628
$43.3K 0.01%
1,056
-23
629
$43.3K 0.01%
779
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630
$43.2K 0.01%
4,400
-3,500
631
$42.8K 0.01%
11,690
-2,296
632
$42.3K 0.01%
552
633
$42K 0.01%
278
+1
634
$42K 0.01%
635
-225
635
$41.5K 0.01%
+555
636
$41.3K 0.01%
+788
637
$41.3K 0.01%
4,066
638
$41.2K 0.01%
2,100
639
$40.9K 0.01%
1,276
640
$40.8K 0.01%
727
641
$40.8K 0.01%
194
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642
$40.8K 0.01%
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643
$40.6K 0.01%
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644
$40.5K 0.01%
906
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645
$40.4K 0.01%
270
-50
646
$40.1K 0.01%
2,189
-400
647
$40.1K 0.01%
650
648
$40K 0.01%
1,006
-800
649
$40K 0.01%
+1,250
650
$38.8K 0.01%
447
24 25
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