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
1201
$3.2K ﹤0.01%
+36
1202
$3.17K ﹤0.01%
166
1203
$3.16K ﹤0.01%
110
1204
$3.16K ﹤0.01%
208
1205
$3.15K ﹤0.01%
140
-17
1206
$3.14K ﹤0.01%
800
1207
$3.12K ﹤0.01%
+150
1208
$3.12K ﹤0.01%
+57
1209
$3.1K ﹤0.01%
+100
1210
$2.98K ﹤0.01%
+38
1211
$2.94K ﹤0.01%
110
1212
$2.94K ﹤0.01%
26
1213
$2.91K ﹤0.01%
400
1214
$2.88K ﹤0.01%
1,000
1215
$2.87K ﹤0.01%
38
1216
$2.87K ﹤0.01%
44
1217
$2.85K ﹤0.01%
20
1218
$2.79K ﹤0.01%
221
-494
1219
$2.77K ﹤0.01%
21
1220
$2.73K ﹤0.01%
+66
1221
$2.73K ﹤0.01%
200
1222
$2.71K ﹤0.01%
64
1223
$2.7K ﹤0.01%
+75
1224
$2.69K ﹤0.01%
+90
1225
$2.62K ﹤0.01%
150
47 48
49
50 51