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
626
$52K 0.01%
211
627
$51.8K 0.01%
704
628
$51.3K 0.01%
+23,878
629
$51.1K 0.01%
+1,875
630
$51K 0.01%
461
-77
631
$50.8K 0.01%
+20
632
$50.7K 0.01%
1,054
633
$50.7K 0.01%
1,448
634
$50.5K 0.01%
5,000
635
$50.3K 0.01%
1,198
+112
636
$50.3K 0.01%
5,857
637
$50.2K 0.01%
1,472
+249
638
$50K 0.01%
+1,360
639
$49.6K 0.01%
+2,000
640
$49.5K 0.01%
275
+100
641
$49.3K 0.01%
403
-687
642
$48.7K 0.01%
1,441
+8
643
$48.6K 0.01%
1,223
644
$48.4K 0.01%
297
-534
645
$47.6K 0.01%
2,756
646
$47.4K 0.01%
1,121
+100
647
$47.2K 0.01%
805
648
$47.2K 0.01%
1,452
+452
649
$46.8K 0.01%
1,851
650
$46.7K 0.01%
233
-123
24 25
26
27 28