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
51
$3.92M 0.46%
177,430
+8,154
52
$3.59M 0.42%
184,296
+21,915
53
$3.54M 0.41%
34,538
+29,508
54
$3.53M 0.41%
84,461
+3,404
55
$3.47M 0.4%
126,569
+6,996
56
$3.4M 0.4%
82,846
+4,961
57
$3.38M 0.39%
48,342
-1,531
58
$3.37M 0.39%
133,312
-14,556
59
$3.31M 0.39%
44,903
-1,592
60
$3.3M 0.38%
57,904
+341
61
$3.28M 0.38%
741,981
-24,565
62
$3.25M 0.38%
141,771
+4,337
63
$3.24M 0.38%
83,654
+8,361
64
$3.14M 0.37%
91,136
+9,295
65
$3.08M 0.36%
92,099
-1,955
66
$3.04M 0.35%
33,660
-1,387
67
$2.96M 0.35%
28,646
+2,205
68
$2.88M 0.34%
66,346
+2,700
69
$2.68M 0.31%
71,807
-3,101
70
$2.67M 0.31%
78,287
-6,433
71
$2.55M 0.3%
19,506
-40
72
$2.55M 0.3%
52,499
+1,935
73
$2.53M 0.3%
12,173
+547
74
$2.45M 0.29%
30,703
+2,944
75
$2.42M 0.28%
23,541
+578
1 2
3
4 5