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
376
$166K 0.02%
2,232
-159
377
$166K 0.02%
1,812
+1,054
378
$165K 0.02%
1,832
-464
379
$164K 0.02%
1,739
-75
380
$164K 0.02%
3,116
-448
381
$163K 0.02%
6,042
+40
382
$163K 0.02%
2,768
-317
383
$163K 0.02%
1,516
-7
384
$161K 0.02%
5,147
-15
385
$161K 0.02%
2,301
+271
386
$160K 0.02%
3,080
+378
387
$160K 0.02%
5,049
+35
388
$160K 0.02%
680
-214
389
$158K 0.02%
1,635
+47
390
$157K 0.02%
2,760
-1,726
391
$156K 0.02%
+1,875
392
$156K 0.02%
5,050
+2,450
393
$155K 0.02%
5,488
-159
394
$155K 0.02%
2,736
395
$154K 0.02%
2,122
-44
396
$153K 0.02%
3,986
+685
397
$153K 0.02%
405
+35
398
$153K 0.02%
4,176
-132
399
$152K 0.02%
1,261
+377
400
$152K 0.02%
1,938
+241
14 15
16
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