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
576
$63.1K 0.01%
2,241
+579
577
$62.9K 0.01%
429
578
$62.4K 0.01%
1,087
+16
579
$62.4K 0.01%
1,673
+464
580
$62.4K 0.01%
631
+298
581
$62.3K 0.01%
1,570
582
$62.2K 0.01%
417
+35
583
$61.6K 0.01%
280
-5
584
$60.9K 0.01%
1,332
-149
585
$60.4K 0.01%
2,703
+42
586
$60K 0.01%
2,828
+60
587
$59.9K 0.01%
7,300
588
$59.6K 0.01%
7,879
589
$59.3K 0.01%
895
+365
590
$59K 0.01%
785
591
$58.6K 0.01%
553
+64
592
$58.4K 0.01%
4,535
593
$58.2K 0.01%
1,905
+202
594
$58.2K 0.01%
1,347
+469
595
$57.5K 0.01%
3,148
+2,451
596
$57.5K 0.01%
13,000
597
$57.1K 0.01%
1,790
598
$56.7K 0.01%
2,167
+180
599
$56.7K 0.01%
400
600
$56.5K 0.01%
351
-24
22 23
24
25 26