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
1276
$1.52K ﹤0.01%
16
1277
$1.51K ﹤0.01%
102
-100
1278
$1.5K ﹤0.01%
13
1279
$1.5K ﹤0.01%
171
+2
1280
$1.47K ﹤0.01%
68
1281
$1.46K ﹤0.01%
39
+1
1282
$1.44K ﹤0.01%
13
1283
$1.4K ﹤0.01%
16
1284
$1.39K ﹤0.01%
80
1285
$1.37K ﹤0.01%
21
1286
$1.35K ﹤0.01%
61
1287
$1.34K ﹤0.01%
100
1288
$1.34K ﹤0.01%
+29
1289
$1.34K ﹤0.01%
+4
1290
$1.32K ﹤0.01%
70
-200
1291
$1.3K ﹤0.01%
+100
1292
$1.3K ﹤0.01%
155
1293
$1.26K ﹤0.01%
12
1294
$1.26K ﹤0.01%
637
1295
$1.21K ﹤0.01%
32
1296
$1.12K ﹤0.01%
+17
1297
$1.09K ﹤0.01%
+51
1298
$1.09K ﹤0.01%
22
1299
$1.09K ﹤0.01%
+50
1300
$1.08K ﹤0.01%
17
50 51
52
53 54