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
751
$30.6K ﹤0.01%
389
752
$30.5K ﹤0.01%
650
753
$30.2K ﹤0.01%
394
+1
754
$30.1K ﹤0.01%
422
+268
755
$30K ﹤0.01%
+1,160
756
$29.9K ﹤0.01%
325
-39
757
$29.9K ﹤0.01%
+600
758
$29.7K ﹤0.01%
607
-200
759
$29.7K ﹤0.01%
+589
760
$29.7K ﹤0.01%
328
+5
761
$29.4K ﹤0.01%
1,852
762
$29.3K ﹤0.01%
1,053
763
$29.1K ﹤0.01%
244
764
$29.1K ﹤0.01%
1,549
-88
765
$29K ﹤0.01%
584
+8
766
$29K ﹤0.01%
472
767
$29K ﹤0.01%
1,749
+17
768
$29K ﹤0.01%
1,162
+33
769
$28.8K ﹤0.01%
810
+130
770
$28.7K ﹤0.01%
1,500
-1,510
771
$28.6K ﹤0.01%
806
+257
772
$28.5K ﹤0.01%
900
773
$28.5K ﹤0.01%
62
+29
774
$28.4K ﹤0.01%
715
-482
775
$28.3K ﹤0.01%
304
+1
29 30
31
32 33