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
726
$28K ﹤0.01%
+1,274
727
$27.9K ﹤0.01%
2,000
728
$27.7K ﹤0.01%
798
-330
729
$27.5K ﹤0.01%
787
730
$27.4K ﹤0.01%
207
+1
731
$27.4K ﹤0.01%
477
-577
732
$27.4K ﹤0.01%
455
+40
733
$27.4K ﹤0.01%
389
734
$27.4K ﹤0.01%
90
735
$27.3K ﹤0.01%
405
+3
736
$27.2K ﹤0.01%
312
-81
737
$27.2K ﹤0.01%
1,013
-480
738
$27.2K ﹤0.01%
547
739
$27.1K ﹤0.01%
900
740
$27K ﹤0.01%
+662
741
$27K ﹤0.01%
356
742
$27K ﹤0.01%
1,000
743
$27K ﹤0.01%
1,742
744
$26.8K ﹤0.01%
1,774
-742
745
$26.8K ﹤0.01%
392
+2
746
$26.7K ﹤0.01%
1,001
-173
747
$26.5K ﹤0.01%
601
748
$26.5K ﹤0.01%
1,116
+315
749
$26.4K ﹤0.01%
157
+150
750
$26.3K ﹤0.01%
2,801
28 29
30
31 32