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
801
$25.1K ﹤0.01%
208
-99
802
$25K ﹤0.01%
2,805
-8,198
803
$24.7K ﹤0.01%
146
804
$24.7K ﹤0.01%
820
+6
805
$24.7K ﹤0.01%
172
+32
806
$24.6K ﹤0.01%
332
+135
807
$24.5K ﹤0.01%
374
808
$24.4K ﹤0.01%
2,169
809
$24.2K ﹤0.01%
108
810
$24.2K ﹤0.01%
1,000
-215
811
$24.1K ﹤0.01%
1,277
812
$24.1K ﹤0.01%
+800
813
$24.1K ﹤0.01%
1,000
814
$23.7K ﹤0.01%
213
+200
815
$23.7K ﹤0.01%
688
+278
816
$23.6K ﹤0.01%
487
+374
817
$23.5K ﹤0.01%
599
818
$23.5K ﹤0.01%
648
+6
819
$23.4K ﹤0.01%
90
820
$23.2K ﹤0.01%
311
-10
821
$23.1K ﹤0.01%
681
822
$23K ﹤0.01%
338
823
$22.9K ﹤0.01%
1,000
824
$22.7K ﹤0.01%
633
+300
825
$22.6K ﹤0.01%
994
31 32
33
34 35