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
1301
$1.08K ﹤0.01%
50
1302
$1.08K ﹤0.01%
6
1303
$1.07K ﹤0.01%
86
1304
$1.06K ﹤0.01%
+40
1305
$1.01K ﹤0.01%
+40
1306
$1K ﹤0.01%
43
1307
$997 ﹤0.01%
39
1308
$976 ﹤0.01%
9
1309
$975 ﹤0.01%
6,000
1310
$973 ﹤0.01%
+8
1311
$971 ﹤0.01%
100
1312
$965 ﹤0.01%
40
1313
$939 ﹤0.01%
45
1314
$929 ﹤0.01%
2
1315
$924 ﹤0.01%
40
-795
1316
$905 ﹤0.01%
18
-197
1317
$895 ﹤0.01%
2
1318
$859 ﹤0.01%
14
1319
$808 ﹤0.01%
8
+2
1320
$803 ﹤0.01%
+31
1321
$770 ﹤0.01%
18
1322
$751 ﹤0.01%
31
1323
$748 ﹤0.01%
12
1324
$747 ﹤0.01%
20
1325
$722 ﹤0.01%
200
51 52
53
54 55