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
1226
$4.01K ﹤0.01%
54
1227
$4K ﹤0.01%
43
+35
1228
$3.94K ﹤0.01%
+83
1229
$3.92K ﹤0.01%
+38
1230
$3.9K ﹤0.01%
+59
1231
$3.9K ﹤0.01%
836
-692
1232
$3.88K ﹤0.01%
+31
1233
$3.88K ﹤0.01%
+41
1234
$3.87K ﹤0.01%
135
1235
$3.82K ﹤0.01%
+39
1236
$3.8K ﹤0.01%
+122
1237
$3.77K ﹤0.01%
58
1238
$3.74K ﹤0.01%
135
1239
$3.69K ﹤0.01%
+48
1240
$3.69K ﹤0.01%
+51
1241
$3.69K ﹤0.01%
100
1242
$3.68K ﹤0.01%
75
1243
$3.67K ﹤0.01%
106
1244
$3.66K ﹤0.01%
104
1245
$3.66K ﹤0.01%
+18
1246
$3.65K ﹤0.01%
+41
1247
$3.64K ﹤0.01%
+18
1248
$3.62K ﹤0.01%
100
1249
$3.62K ﹤0.01%
180
-11
1250
$3.61K ﹤0.01%
60
48 49
50
51 52