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
1276
$2.92K ﹤0.01%
111
1277
$2.92K ﹤0.01%
95
1278
$2.88K ﹤0.01%
+375
1279
$2.87K ﹤0.01%
62
1280
$2.83K ﹤0.01%
298
+233
1281
$2.79K ﹤0.01%
+340
1282
$2.78K ﹤0.01%
100
1283
$2.76K ﹤0.01%
+388
1284
$2.76K ﹤0.01%
150
+100
1285
$2.75K ﹤0.01%
57
+1
1286
$2.74K ﹤0.01%
31
1287
$2.7K ﹤0.01%
10,000
1288
$2.69K ﹤0.01%
565
1289
$2.65K ﹤0.01%
27
1290
$2.65K ﹤0.01%
34
1291
$2.62K ﹤0.01%
23
1292
$2.62K ﹤0.01%
37
1293
$2.61K ﹤0.01%
35
1294
$2.58K ﹤0.01%
+10
1295
$2.58K ﹤0.01%
38
1296
$2.55K ﹤0.01%
15
1297
$2.54K ﹤0.01%
397
-250
1298
$2.54K ﹤0.01%
135
1299
$2.53K ﹤0.01%
3
1300
$2.52K ﹤0.01%
64
50 51
52
53 54