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
776
$27.9K ﹤0.01%
1,000
777
$27.8K ﹤0.01%
547
778
$27.7K ﹤0.01%
829
-210
779
$27.7K ﹤0.01%
626
780
$27.5K ﹤0.01%
340
781
$27.4K ﹤0.01%
2,200
782
$27.4K ﹤0.01%
356
783
$27.4K ﹤0.01%
299
+251
784
$27.2K ﹤0.01%
2,149
785
$27.2K ﹤0.01%
317
786
$26.9K ﹤0.01%
200
787
$26.7K ﹤0.01%
976
+100
788
$26.6K ﹤0.01%
+1,053
789
$26.6K ﹤0.01%
601
790
$26.6K ﹤0.01%
2,801
791
$26.5K ﹤0.01%
+630
792
$26.2K ﹤0.01%
207
793
$26.1K ﹤0.01%
30
794
$25.7K ﹤0.01%
203
795
$25.7K ﹤0.01%
+851
796
$25.6K ﹤0.01%
17,805
+300
797
$25.6K ﹤0.01%
500
-10
798
$25.3K ﹤0.01%
514
+46
799
$25.2K ﹤0.01%
2,268
-649
800
$25.1K ﹤0.01%
542
+142
30 31
32
33 34