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
1126
$4.67K ﹤0.01%
+194
1127
$4.67K ﹤0.01%
485
+12
1128
$4.61K ﹤0.01%
315
-12,614
1129
$4.61K ﹤0.01%
300
1130
$4.61K ﹤0.01%
134
+1
1131
$4.6K ﹤0.01%
250
1132
$4.59K ﹤0.01%
200
1133
$4.58K ﹤0.01%
+1,625
1134
$4.58K ﹤0.01%
+5,150
1135
$4.57K ﹤0.01%
205
1136
$4.53K ﹤0.01%
+30
1137
$4.52K ﹤0.01%
83
1138
$4.47K ﹤0.01%
10
1139
$4.47K ﹤0.01%
400
-500
1140
$4.44K ﹤0.01%
+54
1141
$4.43K ﹤0.01%
+75
1142
$4.4K ﹤0.01%
54
1143
$4.36K ﹤0.01%
97
1144
$4.36K ﹤0.01%
+124
1145
$4.32K ﹤0.01%
173
1146
$4.3K ﹤0.01%
107
1147
$4.3K ﹤0.01%
417
1148
$4.3K ﹤0.01%
115
1149
$4.29K ﹤0.01%
87
1150
$4.29K ﹤0.01%
14
44 45
46
47 48