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 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
976
$12.1K ﹤0.01%
226
977
$12K ﹤0.01%
151
978
$12K ﹤0.01%
166
979
$11.9K ﹤0.01%
148
+50
980
$11.9K ﹤0.01%
566
+9
981
$11.8K ﹤0.01%
386
982
$11.7K ﹤0.01%
690
983
$11.7K ﹤0.01%
+200
984
$11.6K ﹤0.01%
252
985
$11.5K ﹤0.01%
387
986
$11.5K ﹤0.01%
+50
987
$11.4K ﹤0.01%
40
+9
988
$11.4K ﹤0.01%
342
989
$11.4K ﹤0.01%
170
+21
990
$11.3K ﹤0.01%
546
+1
991
$11.3K ﹤0.01%
74
992
$11.3K ﹤0.01%
300
993
$11.3K ﹤0.01%
+500
994
$11.2K ﹤0.01%
135
995
$11.2K ﹤0.01%
211
996
$11.1K ﹤0.01%
27
+9
997
$11.1K ﹤0.01%
220
998
$11.1K ﹤0.01%
+360
999
$11K ﹤0.01%
300
1000
$11K ﹤0.01%
35