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
1126
$6.63K ﹤0.01%
66
1127
$6.52K ﹤0.01%
225
1128
$6.5K ﹤0.01%
97
1129
$6.5K ﹤0.01%
+240
1130
$6.49K ﹤0.01%
666
1131
$6.46K ﹤0.01%
150
1132
$6.46K ﹤0.01%
+241
1133
$6.39K ﹤0.01%
96
1134
$6.39K ﹤0.01%
39
1135
$6.36K ﹤0.01%
160
+100
1136
$6.26K ﹤0.01%
613
+16
1137
$6.25K ﹤0.01%
323
-644
1138
$6.2K ﹤0.01%
120
1139
$6.2K ﹤0.01%
111
+60
1140
$6.19K ﹤0.01%
40
1141
$6.17K ﹤0.01%
121
1142
$6.16K ﹤0.01%
20
-32
1143
$6.13K ﹤0.01%
511
+2
1144
$6.12K ﹤0.01%
1,046
1145
$6.04K ﹤0.01%
197
1146
$6.03K ﹤0.01%
361
1147
$5.96K ﹤0.01%
227
1148
$5.93K ﹤0.01%
130
-130
1149
$5.92K ﹤0.01%
60
1150
$5.91K ﹤0.01%
400
-2,000
44 45
46
47 48