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
276
$312K 0.04%
4,229
+41
277
$301K 0.04%
11,833
+786
278
$299K 0.03%
3,231
+22
279
$298K 0.03%
7,086
+426
280
$296K 0.03%
5,817
+2,505
281
$295K 0.03%
12,136
-476
282
$293K 0.03%
2,383
+659
283
$286K 0.03%
883
-71
284
$279K 0.03%
1,374
285
$276K 0.03%
8,132
-548
286
$275K 0.03%
45,426
-100
287
$274K 0.03%
1,200
-14
288
$272K 0.03%
899
-213
289
$271K 0.03%
10,213
+46
290
$270K 0.03%
4,253
+896
291
$268K 0.03%
3,292
-1,033
292
$267K 0.03%
8,614
-1,440
293
$261K 0.03%
1,340
294
$258K 0.03%
1,736
295
$257K 0.03%
3,178
+55
296
$257K 0.03%
591
297
$255K 0.03%
5,579
+1,569
298
$247K 0.03%
10,535
-2,661
299
$247K 0.03%
1,582
+51
300
$246K 0.03%
7,600
+1,800
10 11
12
13 14