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
326
$205K 0.02%
2,245
+103
327
$205K 0.02%
777
+118
328
$205K 0.02%
2,174
+73
329
$204K 0.02%
8,517
+4,026
330
$203K 0.02%
1,547
-157
331
$200K 0.02%
1,179
-62
332
$200K 0.02%
4,398
+772
333
$200K 0.02%
1,798
+103
334
$199K 0.02%
16,754
+54
335
$197K 0.02%
2,252
+1,506
336
$196K 0.02%
428
+42
337
$195K 0.02%
2,598
+106
338
$194K 0.02%
3,223
-23
339
$194K 0.02%
1,399
-70
340
$193K 0.02%
6,096
+628
341
$192K 0.02%
7,534
+2,252
342
$192K 0.02%
1,892
+782
343
$191K 0.02%
1,944
-2,193
344
$190K 0.02%
4,201
-487
345
$190K 0.02%
4,695
+3,268
346
$190K 0.02%
2,717
+113
347
$187K 0.02%
30,629
+510
348
$185K 0.02%
5,588
+735
349
$185K 0.02%
1,601
+209
350
$183K 0.02%
1,205
+163
12 13
14
15 16