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
976
$9.32K ﹤0.01%
28
977
$9.28K ﹤0.01%
+213
978
$9.28K ﹤0.01%
856
+8
979
$9.24K ﹤0.01%
40
980
$9.2K ﹤0.01%
48
+22
981
$9.17K ﹤0.01%
114
982
$9.14K ﹤0.01%
288
-13
983
$9.12K ﹤0.01%
135
-15
984
$9.09K ﹤0.01%
114
-3
985
$9K ﹤0.01%
197
+62
986
$8.89K ﹤0.01%
+200
987
$8.88K ﹤0.01%
+23
988
$8.84K ﹤0.01%
287
989
$8.81K ﹤0.01%
+234
990
$8.8K ﹤0.01%
141
+1
991
$8.78K ﹤0.01%
211
992
$8.72K ﹤0.01%
200
993
$8.71K ﹤0.01%
318
+3
994
$8.67K ﹤0.01%
32
995
$8.66K ﹤0.01%
40
-26
996
$8.64K ﹤0.01%
1,000
997
$8.63K ﹤0.01%
380
-1,103
998
$8.55K ﹤0.01%
79
999
$8.52K ﹤0.01%
35
1000
$8.45K ﹤0.01%
255
+245
38 39
40
41 42