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
1051
$6.59K ﹤0.01%
280
-172
1052
$6.58K ﹤0.01%
10,000
1053
$6.53K ﹤0.01%
81
1054
$6.53K ﹤0.01%
+447
1055
$6.52K ﹤0.01%
+74
1056
$6.48K ﹤0.01%
335
1057
$6.42K ﹤0.01%
241
1058
$6.38K ﹤0.01%
50
1059
$6.38K ﹤0.01%
+152
1060
$6.38K ﹤0.01%
210
1061
$6.34K ﹤0.01%
+885
1062
$6.32K ﹤0.01%
50
1063
$6.32K ﹤0.01%
226
1064
$6.29K ﹤0.01%
150
1065
$6.26K ﹤0.01%
135
+1
1066
$6.23K ﹤0.01%
13
1067
$6.12K ﹤0.01%
73
-4
1068
$6.07K ﹤0.01%
121
1069
$6.04K ﹤0.01%
113
1070
$5.99K ﹤0.01%
216
1071
$5.99K ﹤0.01%
+100
1072
$5.94K ﹤0.01%
197
1073
$5.9K ﹤0.01%
+45
1074
$5.88K ﹤0.01%
581
+15
1075
$5.87K ﹤0.01%
71
+1
41 42
43
44 45