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
1201
$4.7K ﹤0.01%
+29
1202
$4.66K ﹤0.01%
13
1203
$4.62K ﹤0.01%
14
1204
$4.6K ﹤0.01%
87
1205
$4.6K ﹤0.01%
55
+1
1206
$4.44K ﹤0.01%
90
+1
1207
$4.43K ﹤0.01%
400
1208
$4.37K ﹤0.01%
39
1209
$4.35K ﹤0.01%
52
1210
$4.32K ﹤0.01%
105
1211
$4.3K ﹤0.01%
200
1212
$4.3K ﹤0.01%
33
1213
$4.28K ﹤0.01%
892
1214
$4.24K ﹤0.01%
75
1215
$4.19K ﹤0.01%
+119
1216
$4.18K ﹤0.01%
282
+9
1217
$4.16K ﹤0.01%
52
1218
$4.15K ﹤0.01%
59
1219
$4.08K ﹤0.01%
25
1220
$4.07K ﹤0.01%
+39
1221
$4.07K ﹤0.01%
36
-14
1222
$4.05K ﹤0.01%
100
1223
$4.05K ﹤0.01%
+139
1224
$4.05K ﹤0.01%
38
1225
$4.04K ﹤0.01%
152
47 48
49
50 51