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
1351
$1.88K ﹤0.01%
47
1352
$1.84K ﹤0.01%
32
1353
$1.83K ﹤0.01%
100
1354
$1.79K ﹤0.01%
42
1355
$1.74K ﹤0.01%
+64
1356
$1.73K ﹤0.01%
35
1357
$1.72K ﹤0.01%
83
-475
1358
$1.69K ﹤0.01%
500
-2,300
1359
$1.65K ﹤0.01%
100
-100
1360
$1.65K ﹤0.01%
6
1361
$1.64K ﹤0.01%
417
1362
$1.62K ﹤0.01%
97
1363
$1.62K ﹤0.01%
52
1364
$1.6K ﹤0.01%
250
1365
$1.6K ﹤0.01%
+115
1366
$1.55K ﹤0.01%
37
1367
$1.54K ﹤0.01%
35
1368
$1.54K ﹤0.01%
100
1369
$1.53K ﹤0.01%
13
1370
$1.49K ﹤0.01%
120
1371
$1.46K ﹤0.01%
23
1372
$1.44K ﹤0.01%
6
1373
$1.44K ﹤0.01%
60
1374
$1.42K ﹤0.01%
172
+1
1375
$1.41K ﹤0.01%
45
53 54
55
56 57