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
651
$46.3K 0.01%
1,500
652
$45.7K 0.01%
1,425
-698
653
$45.6K 0.01%
497
+71
654
$44.6K 0.01%
1,957
+10
655
$44.4K 0.01%
942
656
$44.3K 0.01%
12,105
+209
657
$44.2K 0.01%
499
+108
658
$44.1K 0.01%
1,185
+115
659
$44K 0.01%
450
660
$43.7K 0.01%
2,033
+8
661
$43.7K 0.01%
1,250
662
$43.4K 0.01%
750
663
$43.3K 0.01%
1,619
+74
664
$43.3K 0.01%
1,000
665
$43.1K 0.01%
1,700
-2,129
666
$42.9K 0.01%
5,650
+200
667
$42.9K 0.01%
1,868
+7
668
$42.6K 0.01%
884
-134
669
$42.6K 0.01%
400
670
$42.2K ﹤0.01%
850
+10
671
$41.9K ﹤0.01%
1,291
672
$41.9K ﹤0.01%
552
+307
673
$41.7K ﹤0.01%
670
+10
674
$41.6K ﹤0.01%
1,250
675
$41.3K ﹤0.01%
1,116
-154
25 26
27
28 29