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
901
$16.5K ﹤0.01%
48
+31
902
$16.4K ﹤0.01%
118
-77
903
$16.4K ﹤0.01%
298
+101
904
$16.4K ﹤0.01%
954
+450
905
$16.4K ﹤0.01%
524
906
$16.3K ﹤0.01%
105
907
$16.3K ﹤0.01%
60
+20
908
$16.3K ﹤0.01%
634
909
$16.2K ﹤0.01%
208
910
$16.1K ﹤0.01%
130
911
$16.1K ﹤0.01%
111
912
$16K ﹤0.01%
438
+150
913
$16K ﹤0.01%
+389
914
$16K ﹤0.01%
492
+55
915
$15.9K ﹤0.01%
100
-35
916
$15.9K ﹤0.01%
494
-51
917
$15.8K ﹤0.01%
2,500
918
$15.8K ﹤0.01%
700
919
$15.6K ﹤0.01%
291
+2
920
$15.6K ﹤0.01%
257
+2
921
$15.4K ﹤0.01%
630
922
$15.4K ﹤0.01%
1,000
923
$15.4K ﹤0.01%
1,500
924
$15.3K ﹤0.01%
450
+6
925
$14.9K ﹤0.01%
157
35 36
37
38 39