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
951
$13.4K ﹤0.01%
183
952
$13.3K ﹤0.01%
127
+50
953
$13.3K ﹤0.01%
1,717
954
$13.3K ﹤0.01%
90
955
$13.2K ﹤0.01%
118
+64
956
$13.1K ﹤0.01%
507
957
$13K ﹤0.01%
149
958
$12.9K ﹤0.01%
150
-85
959
$12.9K ﹤0.01%
291
960
$12.9K ﹤0.01%
700
961
$12.8K ﹤0.01%
350
962
$12.8K ﹤0.01%
207
963
$12.6K ﹤0.01%
121
964
$12.6K ﹤0.01%
300
-200
965
$12.4K ﹤0.01%
165
+65
966
$12.4K ﹤0.01%
46
-75
967
$12.3K ﹤0.01%
671
968
$12.3K ﹤0.01%
153
969
$12.3K ﹤0.01%
424
970
$12.3K ﹤0.01%
750
971
$12.2K ﹤0.01%
61
972
$12.2K ﹤0.01%
216
973
$12.2K ﹤0.01%
300
974
$12.2K ﹤0.01%
692
975
$12.2K ﹤0.01%
171
-75
37 38
39
40 41