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
926
$14.8K ﹤0.01%
63
927
$14.7K ﹤0.01%
330
-351
928
$14.5K ﹤0.01%
352
929
$14.5K ﹤0.01%
828
+27
930
$14.5K ﹤0.01%
258
+150
931
$14.2K ﹤0.01%
275
932
$14.2K ﹤0.01%
148
933
$14.1K ﹤0.01%
350
-153
934
$14.1K ﹤0.01%
693
935
$14.1K ﹤0.01%
29
-20
936
$14.1K ﹤0.01%
270
937
$14K ﹤0.01%
422
+229
938
$13.9K ﹤0.01%
362
-320
939
$13.8K ﹤0.01%
714
940
$13.7K ﹤0.01%
90
-100
941
$13.6K ﹤0.01%
36
942
$13.6K ﹤0.01%
587
+10
943
$13.6K ﹤0.01%
800
944
$13.6K ﹤0.01%
300
945
$13.5K ﹤0.01%
156
+1
946
$13.5K ﹤0.01%
641
-182
947
$13.4K ﹤0.01%
773
+23
948
$13.4K ﹤0.01%
342
-306
949
$13.4K ﹤0.01%
480
+55
950
$13.4K ﹤0.01%
183
36 37
38
39 40