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
676
$35.1K ﹤0.01%
660
677
$34.8K ﹤0.01%
614
+4
678
$34.7K ﹤0.01%
1,212
679
$34.6K ﹤0.01%
1,328
+253
680
$34.2K ﹤0.01%
371
-70
681
$33.9K ﹤0.01%
692
+241
682
$33.8K ﹤0.01%
295
+95
683
$33.7K ﹤0.01%
1,291
684
$33.3K ﹤0.01%
2,859
+54
685
$32.4K ﹤0.01%
1,528
686
$32.1K ﹤0.01%
702
+6
687
$32.1K ﹤0.01%
+1,000
688
$31.9K ﹤0.01%
+754
689
$31.9K ﹤0.01%
+1,125
690
$31.9K ﹤0.01%
1,009
-11
691
$31.9K ﹤0.01%
284
+72
692
$31.8K ﹤0.01%
12
+10
693
$31.8K ﹤0.01%
469
+8
694
$31.7K ﹤0.01%
1,053
-51
695
$31.6K ﹤0.01%
1,000
696
$31.6K ﹤0.01%
1,000
697
$31.4K ﹤0.01%
492
+284
698
$31.1K ﹤0.01%
716
699
$30.9K ﹤0.01%
650
700
$30.7K ﹤0.01%
508
+164
26 27
28
29 30