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
1251
$2.16K ﹤0.01%
3
-3
1252
$2.16K ﹤0.01%
82
-304
1253
$2.14K ﹤0.01%
100
1254
$2.12K ﹤0.01%
2,000
1255
$2.12K ﹤0.01%
30
+20
1256
$2.07K ﹤0.01%
+10
1257
$2.07K ﹤0.01%
+6
1258
$2.06K ﹤0.01%
32
1259
$2.06K ﹤0.01%
40
1260
$1.99K ﹤0.01%
52
1261
$1.99K ﹤0.01%
75
1262
$1.97K ﹤0.01%
47
-40
1263
$1.94K ﹤0.01%
1,000
1264
$1.94K ﹤0.01%
+48
1265
$1.89K ﹤0.01%
130
1266
$1.88K ﹤0.01%
27
1267
$1.88K ﹤0.01%
300
1268
$1.77K ﹤0.01%
40
1269
$1.75K ﹤0.01%
43
1270
$1.69K ﹤0.01%
13,000
-2,000
1271
$1.62K ﹤0.01%
23
1272
$1.57K ﹤0.01%
+27
1273
$1.55K ﹤0.01%
35
1274
$1.54K ﹤0.01%
31
1275
$1.53K ﹤0.01%
68
49 50
51
52 53