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
1376
$144 ﹤0.01%
2
1377
$134 ﹤0.01%
20
1378
$117 ﹤0.01%
2
1379
$115 ﹤0.01%
+5
1380
$107 ﹤0.01%
2
1381
$90 ﹤0.01%
3
1382
$89 ﹤0.01%
+4
1383
$83 ﹤0.01%
12
1384
$80 ﹤0.01%
15
1385
$70 ﹤0.01%
2
1386
$54 ﹤0.01%
7
1387
$40 ﹤0.01%
3
1388
$32 ﹤0.01%
304
1389
$20 ﹤0.01%
+4
1390
– –
0
1391
– –
-25
1392
– –
0
1393
$10 ﹤0.01%
7
1394
– –
0
1395
– –
0
1396
– –
-280
1397
– –
-16
1398
– –
-12
1399
– –
-29
1400
– –
-79
54 55
56
57 58