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
826
$18.8K ﹤0.01%
1,180
-23,831
827
$18.7K ﹤0.01%
387
828
$18.7K ﹤0.01%
630
829
$18.7K ﹤0.01%
471
+2
830
$18.7K ﹤0.01%
748
831
$18.6K ﹤0.01%
116
+100
832
$18.5K ﹤0.01%
151
+21
833
$18.4K ﹤0.01%
140
+1
834
$18.4K ﹤0.01%
320
835
$18.3K ﹤0.01%
820
+23
836
$18.3K ﹤0.01%
287
837
$18.1K ﹤0.01%
896
-243
838
$18K ﹤0.01%
562
839
$17.9K ﹤0.01%
3,800
840
$17.8K ﹤0.01%
750
841
$17.7K ﹤0.01%
212
+12
842
$17.6K ﹤0.01%
+89
843
$17.5K ﹤0.01%
+1,738
844
$17.5K ﹤0.01%
253
-45
845
$17.3K ﹤0.01%
+500
846
$17.3K ﹤0.01%
2,500
847
$17.2K ﹤0.01%
870
848
$17.2K ﹤0.01%
524
849
$17K ﹤0.01%
850
850
$17K ﹤0.01%
428
+166
32 33
34
35 36