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
101
$1.66M 0.19%
49,531
+3,395
102
$1.62M 0.19%
8,557
+497
103
$1.54M 0.18%
38,570
+4,086
104
$1.53M 0.18%
5,699
-121
105
$1.49M 0.17%
14,189
-267
106
$1.49M 0.17%
32,536
+4,064
107
$1.49M 0.17%
15,334
+2,101
108
$1.48M 0.17%
38,247
+2,254
109
$1.46M 0.17%
6,433
+1,093
110
$1.46M 0.17%
79,213
+1,337
111
$1.44M 0.17%
8,814
+884
112
$1.42M 0.17%
37,463
+26,671
113
$1.42M 0.17%
34,633
+2,996
114
$1.42M 0.17%
18,073
+144
115
$1.41M 0.16%
17,113
+707
116
$1.4M 0.16%
31,668
-1,500
117
$1.35M 0.16%
8,718
+48
118
$1.35M 0.16%
27,623
+286
119
$1.34M 0.16%
31,905
-2,639
120
$1.34M 0.16%
22,629
+60
121
$1.32M 0.15%
5,980
-77
122
$1.3M 0.15%
22,811
+8,767
123
$1.3M 0.15%
6,232
-219
124
$1.26M 0.15%
12,572
+791
125
$1.23M 0.14%
45,574
-1,139
3 4
5
6 7