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
776
$23.4K ﹤0.01%
845
-375
777
$23.4K ﹤0.01%
+285
778
$23.3K ﹤0.01%
64
+21
779
$23.2K ﹤0.01%
845
780
$23.1K ﹤0.01%
114
+39
781
$23.1K ﹤0.01%
1,110
782
$23K ﹤0.01%
317
783
$22.9K ﹤0.01%
319
+2
784
$22.7K ﹤0.01%
135
+35
785
$22.6K ﹤0.01%
340
-10
786
$22.5K ﹤0.01%
808
+10
787
$22.3K ﹤0.01%
894
-2,226
788
$22.1K ﹤0.01%
1,041
+5
789
$22K ﹤0.01%
681
790
$21.9K ﹤0.01%
1,000
791
$21.8K ﹤0.01%
625
+1
792
$21.6K ﹤0.01%
432
793
$21.5K ﹤0.01%
236
794
$21.5K ﹤0.01%
192
+57
795
$21.4K ﹤0.01%
502
796
$21.4K ﹤0.01%
980
-624
797
$21.3K ﹤0.01%
469
+1
798
$21.2K ﹤0.01%
599
799
$21.1K ﹤0.01%
500
800
$21.1K ﹤0.01%
30
30 31
32
33 34