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
526
$79.2K 0.01%
836
+201
527
$79.1K 0.01%
+475
528
$78.9K 0.01%
2,708
-135
529
$78.7K 0.01%
1,319
-199
530
$77.7K 0.01%
492
-12
531
$77.7K 0.01%
2,976
+16
532
$77.6K 0.01%
7,805
533
$77.5K 0.01%
1,676
+319
534
$77.4K 0.01%
4,152
-1,163
535
$77.1K 0.01%
1,272
-26
536
$76.5K 0.01%
2,053
+7
537
$76.3K 0.01%
815
+6
538
$76K 0.01%
2,300
-200
539
$75.6K 0.01%
4,018
+1,398
540
$75.2K 0.01%
1,254
-280
541
$74.6K 0.01%
1,030
+478
542
$74.3K 0.01%
662
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543
$74.1K 0.01%
3,053
+1,191
544
$73.9K 0.01%
2,197
-552
545
$73.8K 0.01%
658
+38
546
$73.4K 0.01%
3,998
+803
547
$73.2K 0.01%
1,776
+332
548
$72.8K 0.01%
2,901
+209
549
$72.3K 0.01%
4,517
+1,000
550
$72.3K 0.01%
827
20 21
22
23 24