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
1326
$2.24K ﹤0.01%
54
1327
$2.24K ﹤0.01%
27
1328
$2.23K ﹤0.01%
19
1329
$2.21K ﹤0.01%
37
1330
$2.19K ﹤0.01%
6
-6
1331
$2.18K ﹤0.01%
86
1332
$2.18K ﹤0.01%
3
1333
$2.13K ﹤0.01%
222
1334
$2.12K ﹤0.01%
54
1335
$2.12K ﹤0.01%
198
1336
$2.1K ﹤0.01%
130
1337
$2.07K ﹤0.01%
114
1338
$2.06K ﹤0.01%
+45
1339
$2.06K ﹤0.01%
100
1340
$2K ﹤0.01%
1,000
1341
$2K ﹤0.01%
155
+53
1342
$1.99K ﹤0.01%
100
-235
1343
$1.99K ﹤0.01%
41
1344
$1.97K ﹤0.01%
+60
1345
$1.96K ﹤0.01%
22
1346
$1.93K ﹤0.01%
26
1347
$1.9K ﹤0.01%
11
1348
$1.9K ﹤0.01%
400
1349
$1.89K ﹤0.01%
50
1350
$1.89K ﹤0.01%
60
-44
52 53
54
55 56