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
176
$662K 0.09%
6,042
+2,424
177
$661K 0.09%
3,950
-125
178
$659K 0.09%
1,962
-77
179
$653K 0.09%
6,976
+53
180
$644K 0.08%
29,580
+10,454
181
$600K 0.08%
871
+140
182
$597K 0.08%
3,932
+8
183
$597K 0.08%
2,943
+3
184
$589K 0.08%
3,002
+10
185
$588K 0.08%
5,243
-6
186
$578K 0.08%
8,312
-8,032
187
$577K 0.08%
2,370
+36
188
$570K 0.07%
5,544
+160
189
$556K 0.07%
17,568
+13,447
190
$549K 0.07%
75,827
+50
191
$548K 0.07%
13,540
+1,507
192
$548K 0.07%
7,099
+439
193
$547K 0.07%
6,158
+82
194
$542K 0.07%
8,490
+945
195
$542K 0.07%
3,964
-316
196
$540K 0.07%
3,386
-923
197
$539K 0.07%
2,360
+80
198
$529K 0.07%
5,525
+483
199
$525K 0.07%
4,869
+575
200
$516K 0.07%
7,406
+1,782
6 7
8
9 10