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
201
$514K 0.07%
18,629
+2,202
202
$511K 0.07%
66,654
+279
203
$511K 0.07%
3,132
-1,085
204
$503K 0.07%
2,263
+66
205
$501K 0.07%
7,676
-837
206
$489K 0.06%
8,025
+1,050
207
$485K 0.06%
6,239
+1,376
208
$479K 0.06%
10,002
+1,062
209
$474K 0.06%
4,456
-2,942
210
$473K 0.06%
7,333
-3,380
211
$473K 0.06%
10,520
+619
212
$471K 0.06%
9,820
-140
213
$466K 0.06%
10,629
+504
214
$463K 0.06%
9,437
-1,596
215
$462K 0.06%
9,460
-503
216
$457K 0.06%
967
+1
217
$454K 0.06%
25,783
-3,831
218
$451K 0.06%
2,000
-67
219
$446K 0.06%
10,977
-621
220
$443K 0.06%
20,839
+17,804
221
$443K 0.06%
4,766
222
$443K 0.06%
28,527
+23,683
223
$438K 0.06%
9,206
+288
224
$434K 0.06%
16,422
-227
225
$426K 0.06%
18,505
+10,741
7 8
9
10 11