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
876
$14.9K ﹤0.01%
1,000
877
$14.9K ﹤0.01%
800
878
$14.8K ﹤0.01%
437
879
$14.8K ﹤0.01%
693
880
$14.7K ﹤0.01%
801
881
$14.6K ﹤0.01%
388
-30,672
882
$14.5K ﹤0.01%
111
883
$14.3K ﹤0.01%
+88
884
$14.3K ﹤0.01%
100
885
$14.1K ﹤0.01%
700
886
$14K ﹤0.01%
450
887
$13.9K ﹤0.01%
+380
888
$13.9K ﹤0.01%
+1,025
889
$13.9K ﹤0.01%
90
890
$13.8K ﹤0.01%
424
891
$13.8K ﹤0.01%
90
+33
892
$13.8K ﹤0.01%
+167
893
$13.7K ﹤0.01%
567
894
$13.7K ﹤0.01%
569
-51
895
$13.5K ﹤0.01%
+1,717
896
$13.4K ﹤0.01%
697
897
$13.2K ﹤0.01%
29
-18
898
$13.2K ﹤0.01%
275
899
$13.1K ﹤0.01%
567
-758
900
$13K ﹤0.01%
507
34 35
36
37 38