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
1301
$2.52K ﹤0.01%
26
1302
$2.52K ﹤0.01%
108
+36
1303
$2.52K ﹤0.01%
90
1304
$2.52K ﹤0.01%
+1,500
1305
$2.52K ﹤0.01%
75
1306
$2.5K ﹤0.01%
+100
1307
$2.49K ﹤0.01%
+68
1308
$2.48K ﹤0.01%
22
1309
$2.48K ﹤0.01%
145
1310
$2.46K ﹤0.01%
25
1311
$2.45K ﹤0.01%
1,314
1312
$2.44K ﹤0.01%
13
1313
$2.43K ﹤0.01%
75
1314
$2.42K ﹤0.01%
56
1315
$2.42K ﹤0.01%
46
-129
1316
$2.41K ﹤0.01%
199
1317
$2.39K ﹤0.01%
80
1318
$2.36K ﹤0.01%
29
1319
$2.35K ﹤0.01%
19
1320
$2.33K ﹤0.01%
140
1321
$2.31K ﹤0.01%
520
+250
1322
$2.3K ﹤0.01%
16
1323
$2.29K ﹤0.01%
288
1324
$2.29K ﹤0.01%
52
+23
1325
$2.26K ﹤0.01%
200
51 52
53
54 55