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
451
$128K 0.01%
2,400
-24
452
$127K 0.01%
3,930
+683
453
$125K 0.01%
2,533
-27
454
$124K 0.01%
8,500
455
$124K 0.01%
1,028
+349
456
$123K 0.01%
1,939
+10
457
$123K 0.01%
2,239
+2
458
$122K 0.01%
4,520
-168
459
$122K 0.01%
2,253
+1
460
$120K 0.01%
1,674
+100
461
$120K 0.01%
759
+236
462
$117K 0.01%
42,249
-4,760
463
$117K 0.01%
693
464
$117K 0.01%
486
465
$115K 0.01%
3,306
-60
466
$114K 0.01%
2,550
+550
467
$112K 0.01%
1,043
+212
468
$112K 0.01%
4,074
469
$112K 0.01%
1,011
+48
470
$111K 0.01%
2,706
+484
471
$110K 0.01%
959
472
$110K 0.01%
2,050
+11
473
$109K 0.01%
4,542
+520
474
$109K 0.01%
2,734
475
$108K 0.01%
772
17 18
19
20 21