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
601
$56.5K 0.01%
4,116
+50
602
$55.8K 0.01%
1,058
+33
603
$55.2K 0.01%
3,760
-1,050
604
$54.9K 0.01%
2,009
-371
605
$54.8K 0.01%
362
+51
606
$54.7K 0.01%
1,202
-99
607
$54.6K 0.01%
1,144
+6
608
$54.5K 0.01%
801
609
$54.1K 0.01%
1,000
610
$53.9K 0.01%
339
-13
611
$53.9K 0.01%
230
612
$53.8K 0.01%
727
613
$53.6K 0.01%
1,820
+950
614
$53.2K 0.01%
346
-130
615
$53.2K 0.01%
225
616
$53K 0.01%
2,330
-83
617
$53K 0.01%
803
+18
618
$53K 0.01%
248
+1
619
$52.9K 0.01%
870
-123
620
$52.9K 0.01%
2,202
+50
621
$52.9K 0.01%
5,000
622
$52.7K 0.01%
902
+175
623
$52.7K 0.01%
2,015
+443
624
$52.7K 0.01%
5,195
625
$52.3K 0.01%
2,000
23 24
25
26 27