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
1001
$8.43K ﹤0.01%
30
+7
1002
$8.38K ﹤0.01%
1,030
+77
1003
$8.37K ﹤0.01%
120
1004
$8.3K ﹤0.01%
692
+46
1005
$8.29K ﹤0.01%
98
+30
1006
$8.28K ﹤0.01%
+666
1007
$8.23K ﹤0.01%
103
1008
$8.17K ﹤0.01%
162
1009
$8.13K ﹤0.01%
1,000
1010
$8.11K ﹤0.01%
100
1011
$7.98K ﹤0.01%
162
1012
$7.95K ﹤0.01%
24
1013
$7.95K ﹤0.01%
+600
1014
$7.88K ﹤0.01%
220
-226
1015
$7.86K ﹤0.01%
96
1016
$7.85K ﹤0.01%
78
-306
1017
$7.81K ﹤0.01%
1,000
1018
$7.78K ﹤0.01%
700
1019
$7.74K ﹤0.01%
286
1020
$7.7K ﹤0.01%
45
1021
$7.65K ﹤0.01%
5
1022
$7.61K ﹤0.01%
832
+22
1023
$7.59K ﹤0.01%
470
1024
$7.52K ﹤0.01%
212
1025
$7.5K ﹤0.01%
+250
39 40
41
42 43