CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
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
101
$1.58M 0.21%
56,980
+830
102
$1.56M 0.2%
82,690
+67,758
103
$1.49M 0.2%
30,756
-4,515
104
$1.49M 0.2%
7,860
-473
105
$1.48M 0.19%
63,191
-63,400
106
$1.46M 0.19%
31,225
+1,160
107
$1.46M 0.19%
38,448
-588
108
$1.46M 0.19%
20,922
+491
109
$1.45M 0.19%
18,047
+894
110
$1.43M 0.19%
48,352
+5,352
111
$1.43M 0.19%
23,428
+14,862
112
$1.4M 0.18%
22,496
-1,901
113
$1.39M 0.18%
6,691
+208
114
$1.38M 0.18%
8,950
-233
115
$1.36M 0.18%
5,966
+126
116
$1.35M 0.18%
5,591
+273
117
$1.35M 0.18%
29,828
+8,939
118
$1.33M 0.17%
3,224
-113
119
$1.31M 0.17%
12,947
+998
120
$1.28M 0.17%
26,240
+189
121
$1.28M 0.17%
20,398
+863
122
$1.27M 0.17%
33,413
+2,176
123
$1.26M 0.17%
13,208
+657
124
$1.26M 0.16%
25,205
+457
125
$1.25M 0.16%
6,417
+380
3 4
5
6 7