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
151
$929K 0.12%
26,982
+3,887
152
$905K 0.12%
9,838
+968
153
$904K 0.12%
36,863
+6,487
154
$869K 0.11%
6,669
-1,318
155
$851K 0.11%
2,757
+64
156
$845K 0.11%
14,087
+3,704
157
$834K 0.11%
7,569
+1,280
158
$832K 0.11%
7,739
-1,820
159
$818K 0.11%
5,884
+110
160
$815K 0.11%
3,418
+618
161
$804K 0.11%
7,017
+3,492
162
$795K 0.1%
5,126
+2,322
163
$789K 0.1%
5,105
+488
164
$774K 0.1%
7,055
-1,986
165
$768K 0.1%
15,235
+12,176
166
$762K 0.1%
3,809
-348
167
$729K 0.1%
485,684
+17,297
168
$710K 0.09%
7,123
+3,883
169
$704K 0.09%
1,418
+75
170
$701K 0.09%
17,900
171
$694K 0.09%
7,177
-57
172
$686K 0.09%
15,648
+179
173
$686K 0.09%
15,012
-8,503
174
$685K 0.09%
9,774
+63
175
$672K 0.09%
7,237
+4,057
5 6
7
8 9