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
1326
$718 ﹤0.01%
65
-128
1327
$716 ﹤0.01%
65
1328
$696 ﹤0.01%
60
-70
1329
$666 ﹤0.01%
7
1330
$656 ﹤0.01%
133
1331
$649 ﹤0.01%
5,000
-5,000
1332
$628 ﹤0.01%
+33
1333
$584 ﹤0.01%
14
1334
$583 ﹤0.01%
17
1335
$581 ﹤0.01%
+6
1336
$564 ﹤0.01%
300
1337
$533 ﹤0.01%
15
1338
$522 ﹤0.01%
+11
1339
$508 ﹤0.01%
100
1340
$488 ﹤0.01%
+43
1341
$466 ﹤0.01%
+43
1342
$451 ﹤0.01%
11
+8
1343
$446 ﹤0.01%
25
1344
$441 ﹤0.01%
16
1345
$438 ﹤0.01%
40
1346
$425 ﹤0.01%
+70
1347
$416 ﹤0.01%
8
-30
1348
$389 ﹤0.01%
44
-600
1349
$388 ﹤0.01%
10
1350
$361 ﹤0.01%
7,000
52 53
54
55 56