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
751
$26.1K ﹤0.01%
399
-300
752
$25.7K ﹤0.01%
3,300
+2,300
753
$25.7K ﹤0.01%
1,509
754
$25.5K ﹤0.01%
468
755
$25.3K ﹤0.01%
254
-387
756
$25.1K ﹤0.01%
+550
757
$25.1K ﹤0.01%
273
-29
758
$24.8K ﹤0.01%
682
759
$24.7K ﹤0.01%
266
-682
760
$24.7K ﹤0.01%
285
761
$24.6K ﹤0.01%
850
762
$24.6K ﹤0.01%
392
763
$24.4K ﹤0.01%
520
764
$24.4K ﹤0.01%
1,000
765
$24.3K ﹤0.01%
+1,792
766
$24.2K ﹤0.01%
238
-3,373
767
$24.2K ﹤0.01%
146
+100
768
$24.1K ﹤0.01%
680
769
$24K ﹤0.01%
2,250
+2,000
770
$23.9K ﹤0.01%
+1,277
771
$23.9K ﹤0.01%
105
772
$23.8K ﹤0.01%
431
+261
773
$23.8K ﹤0.01%
49
774
$23.8K ﹤0.01%
1,032
775
$23.7K ﹤0.01%
809
29 30
31
32 33