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
1151
$4.29K ﹤0.01%
10
1152
$4.28K ﹤0.01%
359
+14
1153
$4.28K ﹤0.01%
115
+3
1154
$4.26K ﹤0.01%
264
-6,221
1155
$4.26K ﹤0.01%
+145
1156
$4.24K ﹤0.01%
48
1157
$4.2K ﹤0.01%
77
+37
1158
$4.19K ﹤0.01%
52
-376
1159
$4.17K ﹤0.01%
100
-140
1160
$4.11K ﹤0.01%
365
1161
$4.09K ﹤0.01%
59
1162
$4.08K ﹤0.01%
116
+1
1163
$4.05K ﹤0.01%
510
1164
$4.04K ﹤0.01%
400
1165
$4.03K ﹤0.01%
78
1166
$4.01K ﹤0.01%
+135
1167
$3.96K ﹤0.01%
191
1168
$3.94K ﹤0.01%
+54
1169
$3.94K ﹤0.01%
154
1170
$3.88K ﹤0.01%
75
-61
1171
$3.88K ﹤0.01%
144
+1
1172
$3.86K ﹤0.01%
57
+16
1173
$3.8K ﹤0.01%
565
1174
$3.78K ﹤0.01%
52
+1
1175
$3.76K ﹤0.01%
37
+25
45 46
47
48 49