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
1026
$7.5K ﹤0.01%
404
1027
$7.47K ﹤0.01%
99
1028
$7.42K ﹤0.01%
35
1029
$7.41K ﹤0.01%
151
1030
$7.39K ﹤0.01%
464
1031
$7.36K ﹤0.01%
167
1032
$7.35K ﹤0.01%
40
1033
$7.33K ﹤0.01%
158
+1
1034
$7.33K ﹤0.01%
867
-59
1035
$7.3K ﹤0.01%
506
+1
1036
$7.28K ﹤0.01%
219
1037
$7.26K ﹤0.01%
+76
1038
$7.21K ﹤0.01%
200
1039
$7.19K ﹤0.01%
75
1040
$7.16K ﹤0.01%
90
1041
$7.13K ﹤0.01%
16
1042
$7.08K ﹤0.01%
54
+1
1043
$7.08K ﹤0.01%
60
-100
1044
$7.01K ﹤0.01%
+121
1045
$6.98K ﹤0.01%
104
1046
$6.96K ﹤0.01%
130
1047
$6.87K ﹤0.01%
161
1048
$6.72K ﹤0.01%
89
+1
1049
$6.64K ﹤0.01%
26
-207
1050
$6.62K ﹤0.01%
2,000
40 41
42
43 44