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
426
$141K 0.02%
2,607
+1,074
427
$141K 0.02%
8,400
-300
428
$140K 0.02%
732
+65
429
$139K 0.02%
1,571
+1,521
430
$138K 0.02%
2,348
+998
431
$138K 0.02%
+4,000
432
$138K 0.02%
2,001
+555
433
$138K 0.02%
1,825
+250
434
$138K 0.02%
2,569
+306
435
$137K 0.02%
1,000
436
$137K 0.02%
2,005
+194
437
$137K 0.02%
2,729
+1,546
438
$136K 0.02%
6,620
-90
439
$136K 0.02%
3,318
-52
440
$134K 0.02%
2,531
+13
441
$132K 0.02%
4,725
442
$131K 0.02%
1,636
+480
443
$131K 0.02%
+6,164
444
$131K 0.02%
7,622
+4,152
445
$131K 0.02%
1,555
+334
446
$130K 0.02%
5,260
+2,000
447
$130K 0.02%
1,190
448
$129K 0.02%
324
-3
449
$129K 0.02%
5,733
450
$129K 0.02%
2,579
+15
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18
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