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
901
$16.4K ﹤0.01%
118
-77
902
$16.4K ﹤0.01%
298
+101
903
$16.4K ﹤0.01%
954
+450
904
$16.4K ﹤0.01%
524
905
$16.3K ﹤0.01%
105
906
$16.3K ﹤0.01%
60
+20
907
$16.3K ﹤0.01%
634
908
$16.2K ﹤0.01%
208
909
$16.1K ﹤0.01%
130
910
$16.1K ﹤0.01%
111
911
$16K ﹤0.01%
438
+150
912
$16K ﹤0.01%
+389
913
$16K ﹤0.01%
492
+55
914
$15.9K ﹤0.01%
100
-35
915
$15.9K ﹤0.01%
494
-51
916
$15.8K ﹤0.01%
2,500
917
$15.8K ﹤0.01%
700
918
$15.6K ﹤0.01%
291
+2
919
$15.6K ﹤0.01%
257
+2
920
$15.4K ﹤0.01%
630
921
$15.4K ﹤0.01%
1,000
922
$15.4K ﹤0.01%
1,500
923
$15.3K ﹤0.01%
450
+6
924
$14.9K ﹤0.01%
157
925
$14.8K ﹤0.01%
197
35 36
37
38 39