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
551
$71.8K 0.01%
1,666
+1,298
552
$71.4K 0.01%
2,359
-605
553
$70.8K 0.01%
637
-3
554
$70.1K 0.01%
768
+2
555
$69.2K 0.01%
611
+291
556
$68.9K 0.01%
2,051
-388
557
$68.7K 0.01%
2,509
+318
558
$68.4K 0.01%
412
+89
559
$68K 0.01%
267
-5
560
$68K 0.01%
2,108
561
$67.9K 0.01%
1,416
+368
562
$67.7K 0.01%
2,366
+294
563
$67.5K 0.01%
745
-18
564
$67.1K 0.01%
3,515
+32
565
$65.2K 0.01%
543
566
$64.7K 0.01%
1,452
-4
567
$64.7K 0.01%
3,368
568
$64.4K 0.01%
2,614
569
$64.4K 0.01%
789
+4
570
$64.3K 0.01%
290
571
$64K 0.01%
235
+28
572
$64K 0.01%
862
+151
573
$63.9K 0.01%
1,523
+71
574
$63.6K 0.01%
951
+847
575
$63.3K 0.01%
1,799
+684
21 22
23
24 25