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
1401
$952 ﹤0.01%
23
1402
$944 ﹤0.01%
18
1403
$925 ﹤0.01%
38
1404
$918 ﹤0.01%
45
1405
$888 ﹤0.01%
300
1406
$868 ﹤0.01%
9
1407
$866 ﹤0.01%
111
+5
1408
$824 ﹤0.01%
6
1409
$817 ﹤0.01%
2
1410
$812 ﹤0.01%
39
1411
$785 ﹤0.01%
20
1412
$777 ﹤0.01%
86
1413
$771 ﹤0.01%
9
1414
$771 ﹤0.01%
10
1415
$766 ﹤0.01%
31
1416
$764 ﹤0.01%
7
1417
$762 ﹤0.01%
12
-275
1418
$760 ﹤0.01%
21
1419
$756 ﹤0.01%
+12
1420
$755 ﹤0.01%
33
1421
$752 ﹤0.01%
637
1422
$744 ﹤0.01%
14
1423
$733 ﹤0.01%
18
1424
$717 ﹤0.01%
7
-17
1425
$696 ﹤0.01%
7
55 56
57
58 59