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
501
$93.1K 0.01%
1,666
-18,564
502
$92.9K 0.01%
1,683
503
$92.8K 0.01%
+3,990
504
$92K 0.01%
1,611
-263
505
$91.7K 0.01%
2,483
-7
506
$91.5K 0.01%
540
-3
507
$90.3K 0.01%
1,205
+3
508
$88.7K 0.01%
2,914
+3
509
$88.2K 0.01%
174
+20
510
$88K 0.01%
839
+3
511
$86.8K 0.01%
528
-5
512
$86.8K 0.01%
3,182
+30
513
$86.4K 0.01%
+953
514
$86.3K 0.01%
959
-211
515
$85.5K 0.01%
2,814
-363
516
$85.3K 0.01%
3,250
517
$84.4K 0.01%
775
518
$83.6K 0.01%
11,226
+269
519
$83.2K 0.01%
304
520
$82.6K 0.01%
162
521
$82.6K 0.01%
1,337
+131
522
$82.5K 0.01%
4,214
-197
523
$82.4K 0.01%
+3,073
524
$81.9K 0.01%
785
+236
525
$80.7K 0.01%
525
+4
19 20
21
22 23