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
901
$13K ﹤0.01%
150
902
$12.9K ﹤0.01%
2,226
-998
903
$12.9K ﹤0.01%
549
+70
904
$12.8K ﹤0.01%
63
905
$12.8K ﹤0.01%
254
-123
906
$12.8K ﹤0.01%
1,533
907
$12.6K ﹤0.01%
290
+2
908
$12.5K ﹤0.01%
279
+56
909
$12.5K ﹤0.01%
100
910
$12.3K ﹤0.01%
134
911
$12.3K ﹤0.01%
166
912
$12.3K ﹤0.01%
105
913
$12.2K ﹤0.01%
454
+192
914
$12.1K ﹤0.01%
181
-204
915
$12K ﹤0.01%
380
916
$12K ﹤0.01%
350
+200
917
$11.9K ﹤0.01%
300
-100
918
$11.9K ﹤0.01%
463
919
$11.8K ﹤0.01%
437
+8
920
$11.8K ﹤0.01%
139
-76
921
$11.7K ﹤0.01%
40
922
$11.7K ﹤0.01%
505
923
$11.7K ﹤0.01%
+425
924
$11.7K ﹤0.01%
300
925
$11.6K ﹤0.01%
558
35 36
37
38 39