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
951
$10.4K ﹤0.01%
293
-175
952
$10.2K ﹤0.01%
500
953
$10.1K ﹤0.01%
+333
954
$10.1K ﹤0.01%
225
955
$10K ﹤0.01%
560
+10
956
$9.98K ﹤0.01%
950
-100
957
$9.94K ﹤0.01%
237
958
$9.93K ﹤0.01%
149
+1
959
$9.93K ﹤0.01%
315
960
$9.91K ﹤0.01%
7,450
961
$9.87K ﹤0.01%
73
+23
962
$9.84K ﹤0.01%
272
963
$9.81K ﹤0.01%
3,701
-4,335
964
$9.75K ﹤0.01%
117
965
$9.74K ﹤0.01%
67
+35
966
$9.71K ﹤0.01%
500
967
$9.67K ﹤0.01%
88
968
$9.64K ﹤0.01%
+339
969
$9.63K ﹤0.01%
668
970
$9.57K ﹤0.01%
183
971
$9.5K ﹤0.01%
+1,176
972
$9.45K ﹤0.01%
34
-1
973
$9.45K ﹤0.01%
135
974
$9.33K ﹤0.01%
+250
975
$9.33K ﹤0.01%
178
37 38
39
40 41