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
1101
$7.52K ﹤0.01%
303
+1
1102
$7.5K ﹤0.01%
176
1103
$7.41K ﹤0.01%
110
+1
1104
$7.4K ﹤0.01%
50
1105
$7.38K ﹤0.01%
59
+31
1106
$7.37K ﹤0.01%
107
1107
$7.36K ﹤0.01%
+300
1108
$7.31K ﹤0.01%
642
1109
$7.29K ﹤0.01%
5,135
1110
$7.18K ﹤0.01%
239
+77
1111
$7.16K ﹤0.01%
2,000
1112
$6.93K ﹤0.01%
104
1113
$6.92K ﹤0.01%
+200
1114
$6.9K ﹤0.01%
20
1115
$6.89K ﹤0.01%
35
1116
$6.87K ﹤0.01%
91
1117
$6.87K ﹤0.01%
14
1118
$6.85K ﹤0.01%
190
1119
$6.8K ﹤0.01%
+235
1120
$6.8K ﹤0.01%
300
1121
$6.76K ﹤0.01%
211
1122
$6.73K ﹤0.01%
54
1123
$6.71K ﹤0.01%
120
+6
1124
$6.68K ﹤0.01%
250
1125
$6.63K ﹤0.01%
85
+12
43 44
45
46 47