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
701
$37.2K ﹤0.01%
1,509
702
$37.2K ﹤0.01%
322
703
$37.1K ﹤0.01%
918
-242
704
$37K ﹤0.01%
12
705
$37K ﹤0.01%
646
+5
706
$36.9K ﹤0.01%
551
707
$36.8K ﹤0.01%
399
708
$36.7K ﹤0.01%
830
-30
709
$36.7K ﹤0.01%
479
+9
710
$36.6K ﹤0.01%
483
711
$36.6K ﹤0.01%
958
+758
712
$36.6K ﹤0.01%
209
+100
713
$36.4K ﹤0.01%
1,039
+94
714
$36.2K ﹤0.01%
1,627
-600
715
$36.1K ﹤0.01%
705
+2
716
$35.6K ﹤0.01%
1,470
-128
717
$35.6K ﹤0.01%
1,094
718
$35.5K ﹤0.01%
393
+41
719
$35.4K ﹤0.01%
1,077
+53
720
$35.2K ﹤0.01%
447
721
$34.8K ﹤0.01%
538
+70
722
$34.7K ﹤0.01%
3,290
-13,500
723
$34.6K ﹤0.01%
1,320
-128
724
$34.4K ﹤0.01%
647
+130
725
$34.3K ﹤0.01%
+1,243
27 28
29
30 31