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
851
$20.2K ﹤0.01%
69
852
$20.2K ﹤0.01%
748
853
$19.9K ﹤0.01%
269
+240
854
$19.9K ﹤0.01%
1,200
855
$19.9K ﹤0.01%
+270
856
$19.8K ﹤0.01%
+600
857
$19.8K ﹤0.01%
878
-29
858
$19.7K ﹤0.01%
300
859
$19.7K ﹤0.01%
198
+19
860
$19.6K ﹤0.01%
770
+100
861
$19.6K ﹤0.01%
500
862
$19.5K ﹤0.01%
1,218
+19
863
$19.4K ﹤0.01%
474
+2
864
$19.3K ﹤0.01%
175
865
$19.1K ﹤0.01%
665
+109
866
$19K ﹤0.01%
2,363
867
$19K ﹤0.01%
109
868
$18.8K ﹤0.01%
+174
869
$18.8K ﹤0.01%
1,734
+343
870
$18.8K ﹤0.01%
+934
871
$18.7K ﹤0.01%
+677
872
$18.6K ﹤0.01%
392
873
$18.5K ﹤0.01%
832
-207
874
$18.4K ﹤0.01%
347
-283
875
$18.3K ﹤0.01%
355
+1
33 34
35
36 37