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
1426
$693 ﹤0.01%
16
1427
$676 ﹤0.01%
14
1428
$670 ﹤0.01%
133
1429
$655 ﹤0.01%
17
1430
$654 ﹤0.01%
11
1431
$606 ﹤0.01%
7
1432
$604 ﹤0.01%
6
1433
$593 ﹤0.01%
20
1434
$585 ﹤0.01%
17
1435
$576 ﹤0.01%
31
1436
$568 ﹤0.01%
200
1437
$563 ﹤0.01%
100
-200
1438
$552 ﹤0.01%
7
1439
$544 ﹤0.01%
11
1440
$542 ﹤0.01%
24
1441
$534 ﹤0.01%
200
1442
$531 ﹤0.01%
2
1443
$510 ﹤0.01%
20
1444
$449 ﹤0.01%
44
1445
$407 ﹤0.01%
29
+1
1446
$403 ﹤0.01%
4
1447
$397 ﹤0.01%
50
1448
$372 ﹤0.01%
10
1449
$370 ﹤0.01%
6
1450
$367 ﹤0.01%
11
56 57
58
59 60