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
401
$152K 0.02%
575
402
$150K 0.02%
3,381
-71
403
$150K 0.02%
895
+2
404
$149K 0.02%
182
405
$149K 0.02%
730
-52
406
$149K 0.02%
8,876
+82
407
$149K 0.02%
982
+25
408
$148K 0.02%
5,563
+367
409
$148K 0.02%
2,874
-172
410
$147K 0.02%
2,119
-5,418
411
$147K 0.02%
438
+90
412
$147K 0.02%
5,994
+2,141
413
$146K 0.02%
965
414
$146K 0.02%
3,557
-14
415
$146K 0.02%
2,020
416
$146K 0.02%
1,788
+6
417
$146K 0.02%
6,813
+6
418
$146K 0.02%
391
+50
419
$146K 0.02%
7,159
+124
420
$145K 0.02%
10,301
-560
421
$144K 0.02%
1,349
-58
422
$144K 0.02%
4,650
+1,100
423
$142K 0.02%
3,527
-80
424
$142K 0.02%
359
+13
425
$142K 0.02%
3,012
-373
15 16
17
18 19