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
851
$17K ﹤0.01%
670
852
$17K ﹤0.01%
205
-2
853
$17K ﹤0.01%
+176
854
$17K ﹤0.01%
317
855
$16.6K ﹤0.01%
+76
856
$16.6K ﹤0.01%
502
+70
857
$16.6K ﹤0.01%
450
-150
858
$16.4K ﹤0.01%
+410
859
$16.3K ﹤0.01%
352
860
$16.1K ﹤0.01%
350
861
$16.1K ﹤0.01%
700
-1,000
862
$16.1K ﹤0.01%
1,500
+500
863
$16K ﹤0.01%
+552
864
$15.9K ﹤0.01%
597
865
$15.8K ﹤0.01%
24
+2
866
$15.7K ﹤0.01%
124
867
$15.6K ﹤0.01%
+245
868
$15.6K ﹤0.01%
140
869
$15.5K ﹤0.01%
270
870
$15.4K ﹤0.01%
287
+3
871
$15.3K ﹤0.01%
630
872
$15.3K ﹤0.01%
495
873
$15.3K ﹤0.01%
195
+1
874
$15.3K ﹤0.01%
154
875
$15.2K ﹤0.01%
600
33 34
35
36 37