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
1176
$3.76K ﹤0.01%
39
1177
$3.73K ﹤0.01%
150
1178
$3.71K ﹤0.01%
100
1179
$3.65K ﹤0.01%
20
1180
$3.64K ﹤0.01%
+39
1181
$3.61K ﹤0.01%
46
1182
$3.54K ﹤0.01%
48
-250
1183
$3.49K ﹤0.01%
+647
1184
$3.46K ﹤0.01%
45
1185
$3.43K ﹤0.01%
15
1186
$3.42K ﹤0.01%
+111
1187
$3.38K ﹤0.01%
140
1188
$3.38K ﹤0.01%
550
1189
$3.37K ﹤0.01%
+104
1190
$3.35K ﹤0.01%
190
1191
$3.33K ﹤0.01%
25
1192
$3.32K ﹤0.01%
+24
1193
$3.31K ﹤0.01%
97
1194
$3.31K ﹤0.01%
28
1195
$3.3K ﹤0.01%
35
1196
$3.29K ﹤0.01%
16,000
-9,000
1197
$3.26K ﹤0.01%
54
+2
1198
$3.24K ﹤0.01%
51
1199
$3.24K ﹤0.01%
+168
1200
$3.2K ﹤0.01%
+58
46 47
48
49 50