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
1426
$695 ﹤0.01%
46
-3
1427
$693 ﹤0.01%
16
1428
$676 ﹤0.01%
14
1429
$670 ﹤0.01%
133
1430
$655 ﹤0.01%
17
1431
$654 ﹤0.01%
11
1432
$606 ﹤0.01%
7
1433
$604 ﹤0.01%
6
1434
$593 ﹤0.01%
20
1435
$585 ﹤0.01%
17
1436
$576 ﹤0.01%
31
1437
$568 ﹤0.01%
200
1438
$563 ﹤0.01%
100
-200
1439
$552 ﹤0.01%
7
1440
$544 ﹤0.01%
11
1441
$542 ﹤0.01%
24
1442
$534 ﹤0.01%
200
1443
$531 ﹤0.01%
2
1444
$510 ﹤0.01%
20
1445
$449 ﹤0.01%
44
1446
$407 ﹤0.01%
29
+1
1447
$403 ﹤0.01%
4
1448
$397 ﹤0.01%
50
1449
$372 ﹤0.01%
10
1450
$370 ﹤0.01%
6
56 57
58
59 60