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
926
$11.5K ﹤0.01%
260
-15
927
$11.5K ﹤0.01%
336
+7
928
$11.4K ﹤0.01%
418
+4
929
$11.4K ﹤0.01%
+61
930
$11.4K ﹤0.01%
+300
931
$11.4K ﹤0.01%
93
+52
932
$11.3K ﹤0.01%
903
+500
933
$11.3K ﹤0.01%
64
+16
934
$11.2K ﹤0.01%
453
+77
935
$11.2K ﹤0.01%
149
-206
936
$11.1K ﹤0.01%
375
+300
937
$11.1K ﹤0.01%
154
938
$11.1K ﹤0.01%
+500
939
$11K ﹤0.01%
1,100
940
$10.9K ﹤0.01%
244
941
$10.8K ﹤0.01%
206
942
$10.8K ﹤0.01%
251
+1
943
$10.8K ﹤0.01%
1,700
944
$10.6K ﹤0.01%
1,115
945
$10.5K ﹤0.01%
750
946
$10.5K ﹤0.01%
96
947
$10.5K ﹤0.01%
78
-88
948
$10.4K ﹤0.01%
104
949
$10.4K ﹤0.01%
387
950
$10.4K ﹤0.01%
296
36 37
38
39 40