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
826
$22.5K ﹤0.01%
+926
827
$22.5K ﹤0.01%
472
+1
828
$22.5K ﹤0.01%
+241
829
$22.1K ﹤0.01%
843
-170
830
$22.1K ﹤0.01%
378
+33
831
$22K ﹤0.01%
149
+18
832
$21.9K ﹤0.01%
142
-149
833
$21.7K ﹤0.01%
115
+51
834
$21.6K ﹤0.01%
+1,270
835
$21.6K ﹤0.01%
1,110
836
$21.4K ﹤0.01%
460
837
$21K ﹤0.01%
200
-176
838
$21K ﹤0.01%
562
839
$20.9K ﹤0.01%
621
-137
840
$20.9K ﹤0.01%
114
841
$20.9K ﹤0.01%
279
+129
842
$20.8K ﹤0.01%
845
843
$20.8K ﹤0.01%
809
844
$20.7K ﹤0.01%
941
+892
845
$20.6K ﹤0.01%
194
846
$20.5K ﹤0.01%
473
+75
847
$20.3K ﹤0.01%
+100
848
$20.3K ﹤0.01%
994
+7
849
$20.2K ﹤0.01%
849
+2
850
$20.2K ﹤0.01%
845
-2,647
32 33
34
35 36