CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$3.47M
2
+$3.45M
3
+$3.11M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.92M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.74M

Top Sells

1
+$3.61M
2
+$2.11M
3
+$1.72M
4
K
Kellanova
K
+$1.1M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$724K

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
1376
$1.36K ﹤0.01%
50
1377
$1.36K ﹤0.01%
40
1378
$1.35K ﹤0.01%
17
1379
$1.33K ﹤0.01%
+16
1380
$1.32K ﹤0.01%
31
1381
$1.32K ﹤0.01%
45
1382
$1.29K ﹤0.01%
10
-114
1383
$1.2K ﹤0.01%
7
1384
$1.16K ﹤0.01%
40
1385
$1.15K ﹤0.01%
11
-78
1386
$1.13K ﹤0.01%
1,600
-7,350
1387
$1.12K ﹤0.01%
10
1388
$1.1K ﹤0.01%
16
1389
$1.1K ﹤0.01%
22
1390
$1.09K ﹤0.01%
12
1391
$1.09K ﹤0.01%
75
1392
$1.06K ﹤0.01%
10
1393
$1.06K ﹤0.01%
32
1394
$1.06K ﹤0.01%
150
-594
1395
$1.03K ﹤0.01%
51
1396
$1.01K ﹤0.01%
48
1397
$993 ﹤0.01%
12
1398
$984 ﹤0.01%
80
1399
$981 ﹤0.01%
100
1400
$952 ﹤0.01%
23
54 55
56
57 58