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
1026
$10.2K ﹤0.01%
897
1027
$10.1K ﹤0.01%
135
1028
$10.1K ﹤0.01%
136
+51
1029
$10.1K ﹤0.01%
104
1030
$10.1K ﹤0.01%
151
+58
1031
$10.1K ﹤0.01%
142
+1
1032
$10.1K ﹤0.01%
207
+150
1033
$10K ﹤0.01%
75
+54
1034
$9.97K ﹤0.01%
459
+3
1035
$9.89K ﹤0.01%
315
+169
1036
$9.87K ﹤0.01%
430
1037
$9.8K ﹤0.01%
2,000
1038
$9.75K ﹤0.01%
220
-182
1039
$9.72K ﹤0.01%
903
1040
$9.69K ﹤0.01%
124
1041
$9.64K ﹤0.01%
117
1042
$9.58K ﹤0.01%
315
1043
$9.57K ﹤0.01%
90
+70
1044
$9.46K ﹤0.01%
1,533
1045
$9.46K ﹤0.01%
32
1046
$9.3K ﹤0.01%
636
-236
1047
$9.3K ﹤0.01%
2,777
1048
$9.23K ﹤0.01%
200
1049
$9.23K ﹤0.01%
309
+5
1050
$9.16K ﹤0.01%
272
+107