CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$3.47M
2
+$3.45M
3
+$3.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.92M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.61M
2
+$2.11M
3
+$1.72M
4
K
Kellanova
K
+$1.1M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$724K

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
1051
$9.09K ﹤0.01%
266
-361
1052
$9.08K ﹤0.01%
255
1053
$9.07K ﹤0.01%
45
1054
$9.06K ﹤0.01%
116
1055
$9.04K ﹤0.01%
140
1056
$9.03K ﹤0.01%
+1,500
1057
$9.02K ﹤0.01%
407
-15
1058
$8.94K ﹤0.01%
80
+1
1059
$8.91K ﹤0.01%
3,050
-3,000
1060
$8.88K ﹤0.01%
+330
1061
$8.79K ﹤0.01%
580
+10
1062
$8.78K ﹤0.01%
62
1063
$8.75K ﹤0.01%
160
+42
1064
$8.75K ﹤0.01%
178
1065
$8.63K ﹤0.01%
255
+3
1066
$8.62K ﹤0.01%
1,035
1067
$8.59K ﹤0.01%
950
1068
$8.46K ﹤0.01%
324
+2
1069
$8.43K ﹤0.01%
153
+1
1070
$8.42K ﹤0.01%
33
1071
$8.41K ﹤0.01%
1,000
1072
$8.4K ﹤0.01%
170
1073
$8.37K ﹤0.01%
503
+1
1074
$8.33K ﹤0.01%
28
1075
$8.32K ﹤0.01%
239
-54
41 42
43
44 45