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
876
$18.2K ﹤0.01%
31
877
$18.2K ﹤0.01%
500
878
$18.1K ﹤0.01%
1,758
879
$18.1K ﹤0.01%
437
+418
880
$18.1K ﹤0.01%
1,400
881
$18K ﹤0.01%
+1,873
882
$17.9K ﹤0.01%
35
883
$17.9K ﹤0.01%
+1,042
884
$17.9K ﹤0.01%
450
885
$17.7K ﹤0.01%
252
886
$17.7K ﹤0.01%
164
-103
887
$17.6K ﹤0.01%
750
888
$17.5K ﹤0.01%
650
889
$17.3K ﹤0.01%
200
890
$17.3K ﹤0.01%
254
-7
891
$17.2K ﹤0.01%
810
892
$17.1K ﹤0.01%
39
893
$17K ﹤0.01%
1,032
894
$16.9K ﹤0.01%
850
895
$16.9K ﹤0.01%
+499
896
$16.9K ﹤0.01%
133
-274
897
$16.8K ﹤0.01%
502
-349
898
$16.8K ﹤0.01%
260
-2,534
899
$16.6K ﹤0.01%
131
900
$16.6K ﹤0.01%
850
34 35
36
37 38