CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
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
76
$2.2M 0.29%
25,210
+612
77
$2.18M 0.29%
20,798
-7,934
78
$2.17M 0.28%
20,929
-90
79
$2.15M 0.28%
+86,301
80
$2.1M 0.28%
45,518
+3,687
81
$2.06M 0.27%
17,596
+1,382
82
$2.04M 0.27%
18,674
+2,690
83
$2.03M 0.27%
+86,040
84
$1.99M 0.26%
9,196
-472
85
$1.97M 0.26%
26,093
+2,740
86
$1.96M 0.26%
24,394
-373
87
$1.93M 0.25%
38,661
+2,531
88
$1.84M 0.24%
47,398
+27,555
89
$1.84M 0.24%
57,323
+19,618
90
$1.8M 0.24%
17,272
+9,483
91
$1.79M 0.23%
9,356
+356
92
$1.75M 0.23%
39,100
-8,608
93
$1.73M 0.23%
36,159
+36,078
94
$1.7M 0.22%
10,707
-822
95
$1.69M 0.22%
11,370
+849
96
$1.67M 0.22%
102,432
+376
97
$1.64M 0.21%
36,388
-10,062
98
$1.63M 0.21%
18,943
+5,472
99
$1.6M 0.21%
35,592
+20,746
100
$1.6M 0.21%
45,318
+3,472
2 3
4
5 6