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
126
$1.24M 0.16%
45,426
-10,018
127
$1.2M 0.16%
9,688
+8,134
128
$1.19M 0.16%
7,561
+534
129
$1.18M 0.15%
29,986
+368
130
$1.17M 0.15%
19,730
+11,264
131
$1.17M 0.15%
36,933
+175
132
$1.15M 0.15%
4,011
+227
133
$1.14M 0.15%
7,570
-56
134
$1.12M 0.15%
14,544
+773
135
$1.12M 0.15%
22,056
+1,051
136
$1.09M 0.14%
22,329
+14,370
137
$1.08M 0.14%
22,665
+4,686
138
$1.08M 0.14%
7,320
-527
139
$1.06M 0.14%
28,960
+28,273
140
$1.06M 0.14%
8,136
+145
141
$1.04M 0.14%
+85,693
142
$1.03M 0.13%
46,923
+10,449
143
$1.01M 0.13%
5,227
+518
144
$1.01M 0.13%
13,840
+2,500
145
$997K 0.13%
17,569
+204
146
$991K 0.13%
14,919
-948
147
$972K 0.13%
29,738
-21,978
148
$963K 0.13%
4,784
+371
149
$945K 0.12%
38,772
+1,662
150
$939K 0.12%
4,429
+182
4 5
6
7 8