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
726
$34.2K ﹤0.01%
2,189
727
$34K ﹤0.01%
251
728
$34K ﹤0.01%
1,000
729
$33.9K ﹤0.01%
1,129
+131
730
$33.8K ﹤0.01%
1,702
+174
731
$33.7K ﹤0.01%
1,000
732
$33K ﹤0.01%
75
-3
733
$32.8K ﹤0.01%
1,867
734
$32.7K ﹤0.01%
1,000
735
$32.6K ﹤0.01%
+712
736
$32.6K ﹤0.01%
470
+41
737
$32.5K ﹤0.01%
508
-394
738
$32.5K ﹤0.01%
1,034
739
$32.4K ﹤0.01%
314
+200
740
$32.1K ﹤0.01%
553
-109
741
$32.1K ﹤0.01%
2,146
+116
742
$32K ﹤0.01%
498
+5
743
$31.9K ﹤0.01%
492
744
$31.7K ﹤0.01%
365
+266
745
$31.6K ﹤0.01%
780
+260
746
$31.3K ﹤0.01%
623
+5
747
$31.3K ﹤0.01%
872
-274
748
$31.1K ﹤0.01%
748
749
$30.9K ﹤0.01%
743
750
$30.7K ﹤0.01%
+1,463
28 29
30
31 32