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
701
$30.7K ﹤0.01%
1,094
702
$30.6K ﹤0.01%
+2,200
703
$30.5K ﹤0.01%
290
+47
704
$30.4K ﹤0.01%
3,274
+584
705
$30.3K ﹤0.01%
568
+1
706
$30.3K ﹤0.01%
453
707
$30.2K ﹤0.01%
200
708
$30.2K ﹤0.01%
133
+56
709
$30.1K ﹤0.01%
890
+70
710
$29.8K ﹤0.01%
837
+68
711
$29.5K ﹤0.01%
567
+6
712
$29.3K ﹤0.01%
748
713
$29.2K ﹤0.01%
10,900
-1,100
714
$29.2K ﹤0.01%
472
715
$29.1K ﹤0.01%
+373
716
$28.9K ﹤0.01%
490
717
$28.9K ﹤0.01%
+276
718
$28.7K ﹤0.01%
452
+1
719
$28.2K ﹤0.01%
678
-6
720
$28.1K ﹤0.01%
6,050
721
$28.1K ﹤0.01%
488
+5
722
$28.1K ﹤0.01%
307
+4
723
$28K ﹤0.01%
202
724
$28K ﹤0.01%
244
+24
725
$28K ﹤0.01%
1,000
27 28
29
30 31