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
1101
$5.26K ﹤0.01%
75
1102
$5.25K ﹤0.01%
17
1103
$5.25K ﹤0.01%
+65
1104
$5.23K ﹤0.01%
104
1105
$5.23K ﹤0.01%
50
1106
$5.19K ﹤0.01%
92
1107
$5.16K ﹤0.01%
31
+25
1108
$5.11K ﹤0.01%
276
1109
$5.06K ﹤0.01%
60
+11
1110
$5.05K ﹤0.01%
100
-53
1111
$5.03K ﹤0.01%
+135
1112
$4.98K ﹤0.01%
12
1113
$4.94K ﹤0.01%
+101
1114
$4.94K ﹤0.01%
+20
1115
$4.93K ﹤0.01%
165
1116
$4.89K ﹤0.01%
500
1117
$4.88K ﹤0.01%
22
+7
1118
$4.87K ﹤0.01%
+69
1119
$4.86K ﹤0.01%
103
-45
1120
$4.82K ﹤0.01%
100
1121
$4.8K ﹤0.01%
+66
1122
$4.75K ﹤0.01%
+37
1123
$4.74K ﹤0.01%
53
1124
$4.74K ﹤0.01%
16
-84
1125
$4.73K ﹤0.01%
15
43 44
45
46 47