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
51
$3.51M 0.46%
84,310
+19,408
52
$3.49M 0.46%
47,866
+23,017
53
$3.49M 0.46%
69,665
+5,845
54
$3.43M 0.45%
99,116
+5,836
55
$3.41M 0.45%
14,908
-6,891
56
$3.39M 0.44%
44,172
+2,527
57
$3.35M 0.44%
8,182
+328
58
$3.34M 0.44%
8,871
+651
59
$3.3M 0.43%
18,580
+1,323
60
$3.19M 0.42%
+54,986
61
$3.17M 0.41%
+89,239
62
$3.08M 0.4%
15,055
-2,928
63
$3.06M 0.4%
130,660
+23,748
64
$3.06M 0.4%
76,293
+19,840
65
$3.05M 0.4%
46,543
+8,717
66
$2.92M 0.38%
35,197
-2,542
67
$2.81M 0.37%
98,165
+20,550
68
$2.78M 0.36%
26,392
+815
69
$2.66M 0.35%
70,021
+6,788
70
$2.55M 0.33%
47,314
+4,674
71
$2.54M 0.33%
26,315
+12,896
72
$2.48M 0.33%
68,850
+25,884
73
$2.46M 0.32%
16,577
+10,031
74
$2.46M 0.32%
25,987
+15,942
75
$2.29M 0.3%
25,287
-19,982
1 2
3
4 5