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
1076
$8.32K ﹤0.01%
239
-54
1077
$8.32K ﹤0.01%
40
1078
$8.31K ﹤0.01%
16
1079
$8.27K ﹤0.01%
130
1080
$8.22K ﹤0.01%
200
1081
$8.22K ﹤0.01%
131
+57
1082
$8.18K ﹤0.01%
234
1083
$8.17K ﹤0.01%
144
+2
1084
$8.16K ﹤0.01%
26
1085
$8.08K ﹤0.01%
218
1086
$8.06K ﹤0.01%
464
1087
$8.04K ﹤0.01%
207
-167
1088
$7.83K ﹤0.01%
47
1089
$7.76K ﹤0.01%
365
1090
$7.76K ﹤0.01%
134
1091
$7.75K ﹤0.01%
+261
1092
$7.72K ﹤0.01%
281
+250
1093
$7.69K ﹤0.01%
222
+3
1094
$7.68K ﹤0.01%
125
1095
$7.67K ﹤0.01%
+39
1096
$7.65K ﹤0.01%
1,500
+400
1097
$7.64K ﹤0.01%
600
1098
$7.64K ﹤0.01%
1,115
1099
$7.61K ﹤0.01%
219
1100
$7.56K ﹤0.01%
220
-120
42 43
44
45 46