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
$858M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.44M
3
+$3.03M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.45M
2
+$2.05M
3
+$1.64M
4
K icon
Kellanova
K
+$1.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$709K

Sector Composition

1 Technology 4.31%
2 Industrials 2.32%
3 Consumer Discretionary 2.28%
4 Financials 2.01%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$376K 0.04%
1,919
+126
252
$374K 0.04%
7,385
+919
253
$372K 0.04%
4,738
+850
254
$368K 0.04%
2,837
+230
255
$366K 0.04%
3,564
+75
256
$365K 0.04%
12,362
257
$365K 0.04%
9,885
+334
258
$361K 0.04%
2,108
-49
259
$361K 0.04%
5,214
-499
260
$360K 0.04%
7,601
+558
261
$355K 0.04%
2,528
+729
262
$349K 0.04%
18,681
+1,545
263
$348K 0.04%
5,871
+1,949
264
$347K 0.04%
5,766
+401
265
$344K 0.04%
8,220
266
$341K 0.04%
2,850
+96
267
$340K 0.04%
11,453
+1,482
268
$336K 0.04%
6,466
+270
269
$334K 0.04%
1,714
+526
270
$329K 0.04%
1,237
-20
271
$325K 0.04%
8,516
-302
272
$321K 0.04%
5,337
+899
273
$318K 0.04%
15,788
-101
274
$317K 0.04%
2,125
+250
275
$316K 0.04%
40,461
+7,171
9 10
11
12 13