CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street 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
801
$21K ﹤0.01%
650
-322
802
$20.8K ﹤0.01%
2,363
803
$20.6K ﹤0.01%
1,039
804
$20.5K ﹤0.01%
1,031
+90
805
$20.4K ﹤0.01%
200
-118
806
$20.2K ﹤0.01%
463
807
$20K ﹤0.01%
201
+51
808
$19.9K ﹤0.01%
182
809
$19.9K ﹤0.01%
725
810
$19.8K ﹤0.01%
549
+431
811
$19.6K ﹤0.01%
1,375
812
$19.5K ﹤0.01%
1,008
813
$19.5K ﹤0.01%
388
+66
814
$19.5K ﹤0.01%
39
+21
815
$19.3K ﹤0.01%
1,758
816
$19.2K ﹤0.01%
1,099
-220
817
$19.2K ﹤0.01%
288
+76
818
$19.1K ﹤0.01%
1,200
819
$19.1K ﹤0.01%
810
820
$19.1K ﹤0.01%
537
-309
821
$19.1K ﹤0.01%
130
+16
822
$19.1K ﹤0.01%
250
-473
823
$19K ﹤0.01%
301
824
$19K ﹤0.01%
+75
825
$18.9K ﹤0.01%
400
-198
31 32
33
34 35