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
1001
$11K ﹤0.01%
75
1002
$11K ﹤0.01%
811
1003
$11K ﹤0.01%
29
1004
$10.9K ﹤0.01%
500
1005
$10.9K ﹤0.01%
500
1006
$10.9K ﹤0.01%
285
+3
1007
$10.9K ﹤0.01%
100
1008
$10.7K ﹤0.01%
877
+9
1009
$10.7K ﹤0.01%
+125
1010
$10.7K ﹤0.01%
132
1011
$10.7K ﹤0.01%
372
+119
1012
$10.7K ﹤0.01%
112
1013
$10.6K ﹤0.01%
200
1014
$10.5K ﹤0.01%
218
-101
1015
$10.5K ﹤0.01%
194
-81
1016
$10.5K ﹤0.01%
581
+41
1017
$10.4K ﹤0.01%
272
1018
$10.4K ﹤0.01%
27
1019
$10.4K ﹤0.01%
505
1020
$10.4K ﹤0.01%
73
-10
1021
$10.4K ﹤0.01%
1,700
1022
$10.3K ﹤0.01%
88
1023
$10.2K ﹤0.01%
+153
1024
$10.2K ﹤0.01%
273
+5
1025
$10.2K ﹤0.01%
320
39 40
41
42 43