CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$22.2M
2
+$20.1M
3
+$4.31M
4
FDG icon
American Century Focused Dynamic Growth ETF
FDG
+$3.88M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$3.26M

Top Sells

1
+$18M
2
+$7.55M
3
+$4.51M
4
BND icon
Vanguard Total Bond Market
BND
+$4.11M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$3.55M

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
1401
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1402
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1403
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1404
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-79
1405
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-20
1406
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1407
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-100
1408
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1409
– –
-1,000
1410
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-1
1411
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-89
1412
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-12
1413
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1414
– –
-11,752
1415
– –
-3,665
1416
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1417
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-967
1418
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-395
1419
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-3,960
1420
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-24,292
1421
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-473
1422
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-200
1423
– –
0
1424
– –
-92
1425
– –
-76
55 56
57
58 59