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
1151
$5.9K ﹤0.01%
41
1152
$5.83K ﹤0.01%
885
1153
$5.79K ﹤0.01%
20
-20
1154
$5.77K ﹤0.01%
112
1155
$5.75K ﹤0.01%
172
1156
$5.73K ﹤0.01%
250
1157
$5.71K ﹤0.01%
137
1158
$5.71K ﹤0.01%
97
1159
$5.68K ﹤0.01%
78
1160
$5.67K ﹤0.01%
76
1161
$5.63K ﹤0.01%
210
1162
$5.61K ﹤0.01%
28
1163
$5.6K ﹤0.01%
121
1164
$5.59K ﹤0.01%
138
-349
1165
$5.58K ﹤0.01%
226
1166
$5.54K ﹤0.01%
5
1167
$5.51K ﹤0.01%
250
1168
$5.5K ﹤0.01%
58
1169
$5.45K ﹤0.01%
17
1170
$5.42K ﹤0.01%
92
1171
$5.41K ﹤0.01%
265
-676
1172
$5.36K ﹤0.01%
176
+1
1173
$5.3K ﹤0.01%
+383
1174
$5.3K ﹤0.01%
219
1175
$5.28K ﹤0.01%
138
+1
45 46
47
48 49