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
1226
$2.59K ﹤0.01%
+74
1227
$2.55K ﹤0.01%
553
+10
1228
$2.54K ﹤0.01%
+58
1229
$2.54K ﹤0.01%
145
1230
$2.52K ﹤0.01%
1,230
1231
$2.5K ﹤0.01%
50
1232
$2.49K ﹤0.01%
+19
1233
$2.48K ﹤0.01%
+7
1234
$2.47K ﹤0.01%
+10
1235
$2.46K ﹤0.01%
141
+4
1236
$2.42K ﹤0.01%
+76
1237
$2.39K ﹤0.01%
13
-250
1238
$2.38K ﹤0.01%
37
1239
$2.36K ﹤0.01%
80
1240
$2.35K ﹤0.01%
26
1241
$2.33K ﹤0.01%
22
1242
$2.33K ﹤0.01%
20
1243
$2.32K ﹤0.01%
20
1244
$2.28K ﹤0.01%
102
-78
1245
$2.24K ﹤0.01%
19
1246
$2.22K ﹤0.01%
135
1247
$2.21K ﹤0.01%
244
+94
1248
$2.21K ﹤0.01%
3
1249
$2.19K ﹤0.01%
31
1250
$2.19K ﹤0.01%
+198
48 49
50
51 52