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
1251
$3.59K ﹤0.01%
+53
1252
$3.57K ﹤0.01%
50
-200
1253
$3.5K ﹤0.01%
108
1254
$3.5K ﹤0.01%
+59
1255
$3.49K ﹤0.01%
126
1256
$3.49K ﹤0.01%
168
1257
$3.47K ﹤0.01%
19
1258
$3.46K ﹤0.01%
140
1259
$3.41K ﹤0.01%
20
1260
$3.37K ﹤0.01%
77
+1
1261
$3.36K ﹤0.01%
48
1262
$3.33K ﹤0.01%
+80
1263
$3.19K ﹤0.01%
190
1264
$3.17K ﹤0.01%
42
-29
1265
$3.17K ﹤0.01%
150
1266
$3.14K ﹤0.01%
102
1267
$3.12K ﹤0.01%
120
1268
$3.1K ﹤0.01%
+400
1269
$3.1K ﹤0.01%
1,230
1270
$3.08K ﹤0.01%
12
1271
$3.07K ﹤0.01%
109
1272
$3.05K ﹤0.01%
10
1273
$3.05K ﹤0.01%
+300
1274
$3.01K ﹤0.01%
142
1275
$2.99K ﹤0.01%
665
+650
49 50
51
52 53