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
1076
$5.87K ﹤0.01%
47
1077
$5.83K ﹤0.01%
+127
1078
$5.79K ﹤0.01%
41
1079
$5.78K ﹤0.01%
892
1080
$5.77K ﹤0.01%
39
1081
$5.75K ﹤0.01%
76
1082
$5.74K ﹤0.01%
55
1083
$5.7K ﹤0.01%
78
1084
$5.59K ﹤0.01%
27
-50
1085
$5.56K ﹤0.01%
528
1086
$5.54K ﹤0.01%
20
1087
$5.54K ﹤0.01%
194
1088
$5.54K ﹤0.01%
17
1089
$5.53K ﹤0.01%
115
1090
$5.46K ﹤0.01%
40
1091
$5.46K ﹤0.01%
105
1092
$5.41K ﹤0.01%
+126
1093
$5.41K ﹤0.01%
+17
1094
$5.38K ﹤0.01%
+10
1095
$5.34K ﹤0.01%
40
1096
$5.33K ﹤0.01%
+219
1097
$5.33K ﹤0.01%
+284
1098
$5.3K ﹤0.01%
89
+1
1099
$5.29K ﹤0.01%
150
1100
$5.27K ﹤0.01%
+4
42 43
44
45 46