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
1376
$1.39K ﹤0.01%
42
-728
1377
$1.36K ﹤0.01%
50
1378
$1.36K ﹤0.01%
40
1379
$1.35K ﹤0.01%
17
1380
$1.33K ﹤0.01%
+16
1381
$1.32K ﹤0.01%
31
1382
$1.32K ﹤0.01%
45
1383
$1.29K ﹤0.01%
10
-114
1384
$1.2K ﹤0.01%
7
1385
$1.16K ﹤0.01%
40
1386
$1.15K ﹤0.01%
11
-78
1387
$1.13K ﹤0.01%
1,600
-7,350
1388
$1.12K ﹤0.01%
2
1389
$1.1K ﹤0.01%
16
1390
$1.1K ﹤0.01%
22
1391
$1.09K ﹤0.01%
12
1392
$1.09K ﹤0.01%
75
1393
$1.06K ﹤0.01%
10
1394
$1.06K ﹤0.01%
32
1395
$1.06K ﹤0.01%
150
-594
1396
$1.03K ﹤0.01%
51
1397
$1.01K ﹤0.01%
48
1398
$993 ﹤0.01%
12
1399
$984 ﹤0.01%
80
1400
$981 ﹤0.01%
100
54 55
56
57 58