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
76
$2.41M 0.28%
25,000
-547
77
$2.32M 0.27%
74,884
+9,375
78
$2.32M 0.27%
69,932
+1,674
79
$2.28M 0.27%
90,436
+2,996
80
$2.23M 0.26%
45,020
+3,418
81
$2.21M 0.26%
10,321
+692
82
$2.21M 0.26%
20,768
+601
83
$2.02M 0.24%
26,592
+2,242
84
$2.01M 0.23%
22,799
-120
85
$1.97M 0.23%
45,220
+1,430
86
$1.96M 0.23%
44,836
-1,255
87
$1.96M 0.23%
22,023
-1,404
88
$1.93M 0.23%
10,460
+1,023
89
$1.92M 0.22%
87,427
-1,271
90
$1.92M 0.22%
9,791
+746
91
$1.85M 0.22%
55,947
+190
92
$1.85M 0.22%
11,569
+370
93
$1.77M 0.21%
7,088
-295
94
$1.77M 0.21%
13,413
-2,595
95
$1.76M 0.21%
37,222
+739
96
$1.73M 0.2%
25,571
97
$1.73M 0.2%
37,604
-1,480
98
$1.71M 0.2%
36,264
+4,388
99
$1.71M 0.2%
65,923
+7,980
100
$1.67M 0.2%
3,894
+521
2 3
4
5 6