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
651
$38.8K 0.01%
3,461
+57
652
$38.7K 0.01%
67
-2
653
$38.6K 0.01%
+363
654
$38.2K 0.01%
1,140
+5
655
$38K 0.01%
679
-19
656
$37.6K ﹤0.01%
800
657
$37.4K ﹤0.01%
1,610
-31,802
658
$37.3K ﹤0.01%
1,592
+6
659
$37K ﹤0.01%
1,184
+430
660
$36.5K ﹤0.01%
1,867
+206
661
$36.4K ﹤0.01%
411
-57
662
$36.4K ﹤0.01%
251
663
$36.3K ﹤0.01%
541
+245
664
$36.2K ﹤0.01%
1,171
+165
665
$36.1K ﹤0.01%
882
+464
666
$35.9K ﹤0.01%
945
667
$35.8K ﹤0.01%
93
668
$35.6K ﹤0.01%
550
+1
669
$35.6K ﹤0.01%
+1,360
670
$35.5K ﹤0.01%
800
671
$35.2K ﹤0.01%
1,448
+276
672
$35.1K ﹤0.01%
5,593
+125
673
$35.1K ﹤0.01%
1,024
674
$35.1K ﹤0.01%
462
+67
675
$35.1K ﹤0.01%
506
25 26
27
28 29