CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
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
1351
$360 ﹤0.01%
11
1352
$352 ﹤0.01%
16
-1
1353
$351 ﹤0.01%
260
1354
$324 ﹤0.01%
15
1355
$316 ﹤0.01%
2
1356
$311 ﹤0.01%
8
1357
$301 ﹤0.01%
14
1358
$290 ﹤0.01%
40
1359
$285 ﹤0.01%
50
1360
$278 ﹤0.01%
104
1361
$274 ﹤0.01%
5
1362
$263 ﹤0.01%
1,100
1363
$251 ﹤0.01%
17
1364
$249 ﹤0.01%
36
-18
1365
$242 ﹤0.01%
200
1366
$216 ﹤0.01%
90
1367
$213 ﹤0.01%
32
-6
1368
$200 ﹤0.01%
11
1369
$193 ﹤0.01%
20
1370
$183 ﹤0.01%
10
1371
$181 ﹤0.01%
10
1372
$167 ﹤0.01%
12
1373
$155 ﹤0.01%
3
1374
$154 ﹤0.01%
61
1375
$146 ﹤0.01%
28
53 54
55
56 57