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
351
$181K 0.02%
3,355
352
$180K 0.02%
8,279
-2,295
353
$180K 0.02%
5,720
-135
354
$180K 0.02%
1,179
-101
355
$179K 0.02%
3,141
-107
356
$178K 0.02%
710
-6
357
$178K 0.02%
472
+2
358
$177K 0.02%
1,935
+613
359
$177K 0.02%
1,222
-100
360
$176K 0.02%
3,601
-1,102
361
$175K 0.02%
4,284
-2,834
362
$175K 0.02%
5,200
+50
363
$175K 0.02%
5,580
-1,600
364
$174K 0.02%
1,182
+849
365
$174K 0.02%
1,075
-10
366
$173K 0.02%
3,221
+106
367
$170K 0.02%
3,880
-75
368
$169K 0.02%
2,726
+519
369
$168K 0.02%
5,517
-644
370
$167K 0.02%
835
-234
371
$167K 0.02%
4,815
-2,003
372
$166K 0.02%
11,860
+650
373
$166K 0.02%
2,745
374
$166K 0.02%
5,439
+1,229
375
$166K 0.02%
1,885
-45
13 14
15
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