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
926
$14.8K ﹤0.01%
197
927
$14.8K ﹤0.01%
63
928
$14.7K ﹤0.01%
330
-351
929
$14.5K ﹤0.01%
352
930
$14.5K ﹤0.01%
828
+27
931
$14.5K ﹤0.01%
258
+150
932
$14.2K ﹤0.01%
275
933
$14.2K ﹤0.01%
148
934
$14.1K ﹤0.01%
350
-153
935
$14.1K ﹤0.01%
693
936
$14.1K ﹤0.01%
29
-20
937
$14.1K ﹤0.01%
270
938
$14K ﹤0.01%
422
+229
939
$13.9K ﹤0.01%
362
-320
940
$13.8K ﹤0.01%
714
941
$13.7K ﹤0.01%
90
-100
942
$13.6K ﹤0.01%
36
943
$13.6K ﹤0.01%
587
+10
944
$13.6K ﹤0.01%
800
945
$13.6K ﹤0.01%
300
946
$13.5K ﹤0.01%
156
+1
947
$13.5K ﹤0.01%
641
-182
948
$13.4K ﹤0.01%
773
+23
949
$13.4K ﹤0.01%
342
-306
950
$13.4K ﹤0.01%
480
+55
36 37
38
39 40