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
476
$107K 0.01%
1,905
-920
477
$107K 0.01%
3,500
478
$106K 0.01%
1,545
479
$106K 0.01%
1,871
-103
480
$104K 0.01%
572
481
$103K 0.01%
1,173
-27
482
$102K 0.01%
70
-2
483
$102K 0.01%
3,137
+67
484
$101K 0.01%
13,323
485
$101K 0.01%
1,458
+3
486
$101K 0.01%
2,686
+12
487
$101K 0.01%
4,476
488
$101K 0.01%
3,670
+600
489
$101K 0.01%
1,329
-317
490
$100K 0.01%
1,224
491
$100K 0.01%
225
+50
492
$100K 0.01%
1,366
-43
493
$98.5K 0.01%
825
494
$98.4K 0.01%
16,625
+150
495
$98.3K 0.01%
240
+12
496
$97.2K 0.01%
3,968
+742
497
$96.4K 0.01%
3,197
-367
498
$95.6K 0.01%
541
-84
499
$94.4K 0.01%
1,365
-307
500
$93.5K 0.01%
586
-151
18 19
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