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
1176
$5.27K ﹤0.01%
151
1177
$5.25K ﹤0.01%
12
1178
$5.24K ﹤0.01%
+111
1179
$5.18K ﹤0.01%
97
1180
$5.17K ﹤0.01%
151
+1
1181
$5.12K ﹤0.01%
276
1182
$5.1K ﹤0.01%
+40
1183
$5.09K ﹤0.01%
105
1184
$5.09K ﹤0.01%
76
1185
$5.07K ﹤0.01%
85
+64
1186
$5.06K ﹤0.01%
66
1187
$5.02K ﹤0.01%
190
1188
$5K ﹤0.01%
50
-62
1189
$5K ﹤0.01%
150
1190
$5K ﹤0.01%
161
-410
1191
$4.98K ﹤0.01%
78
1192
$4.98K ﹤0.01%
100
1193
$4.92K ﹤0.01%
10
1194
$4.9K ﹤0.01%
104
1195
$4.89K ﹤0.01%
40
1196
$4.89K ﹤0.01%
165
-417
1197
$4.86K ﹤0.01%
15
1198
$4.83K ﹤0.01%
44
-411
1199
$4.75K ﹤0.01%
482
+3
1200
$4.71K ﹤0.01%
3,800
46 47
48
49 50