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
676
$41.3K ﹤0.01%
1,567
+399
677
$41.2K ﹤0.01%
635
678
$41K ﹤0.01%
650
679
$40.9K ﹤0.01%
2,457
-487
680
$40.5K ﹤0.01%
1,250
-8,850
681
$40.2K ﹤0.01%
442
+131
682
$40.1K ﹤0.01%
377
-75
683
$39.9K ﹤0.01%
231
-20,003
684
$39.8K ﹤0.01%
1,843
685
$39.8K ﹤0.01%
1,242
686
$39.7K ﹤0.01%
365
-39
687
$39.4K ﹤0.01%
3,742
-225
688
$39.4K ﹤0.01%
1,653
+16
689
$39.2K ﹤0.01%
1,152
+6
690
$39K ﹤0.01%
411
691
$38.8K ﹤0.01%
646
692
$38.7K ﹤0.01%
2,027
693
$38.6K ﹤0.01%
379
694
$38.6K ﹤0.01%
60
-2
695
$38.5K ﹤0.01%
149
+14
696
$38.4K ﹤0.01%
852
697
$38.3K ﹤0.01%
431
+1
698
$38.1K ﹤0.01%
562
+21
699
$37.7K ﹤0.01%
307
+1
700
$37.5K ﹤0.01%
3,604
26 27
28
29 30