CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$3.47M
2
+$3.45M
3
+$3.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.92M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.61M
2
+$2.11M
3
+$1.72M
4
K
Kellanova
K
+$1.1M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$724K

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%
500
877
$18.1K ﹤0.01%
1,758
878
$18.1K ﹤0.01%
437
+418
879
$18.1K ﹤0.01%
1,400
880
$18K ﹤0.01%
+1,873
881
$17.9K ﹤0.01%
35
882
$17.9K ﹤0.01%
+1,042
883
$17.9K ﹤0.01%
450
884
$17.7K ﹤0.01%
252
885
$17.7K ﹤0.01%
164
-103
886
$17.6K ﹤0.01%
750
887
$17.5K ﹤0.01%
650
888
$17.3K ﹤0.01%
200
889
$17.3K ﹤0.01%
254
-7
890
$17.2K ﹤0.01%
810
891
$17.1K ﹤0.01%
39
892
$17K ﹤0.01%
1,032
893
$16.9K ﹤0.01%
850
894
$16.9K ﹤0.01%
+499
895
$16.9K ﹤0.01%
133
-274
896
$16.8K ﹤0.01%
502
-349
897
$16.8K ﹤0.01%
260
-2,534
898
$16.6K ﹤0.01%
131
899
$16.6K ﹤0.01%
850
900
$16.5K ﹤0.01%
48
+31
34 35
36
37 38