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
1451
$367 ﹤0.01%
11
1452
$358 ﹤0.01%
1,100
1453
$355 ﹤0.01%
133
1454
$354 ﹤0.01%
300
1455
$322 ﹤0.01%
+8
1456
$314 ﹤0.01%
+100
1457
$312 ﹤0.01%
40
1458
$275 ﹤0.01%
8
1459
$270 ﹤0.01%
+56
1460
$262 ﹤0.01%
2
1461
$259 ﹤0.01%
14
1462
$252 ﹤0.01%
5
1463
$229 ﹤0.01%
25
-18
1464
$226 ﹤0.01%
+5
1465
$220 ﹤0.01%
3
1466
$218 ﹤0.01%
17
1467
$217 ﹤0.01%
43
1468
$209 ﹤0.01%
36
1469
$209 ﹤0.01%
20
1470
$208 ﹤0.01%
3
-33
1471
$207 ﹤0.01%
11
1472
$204 ﹤0.01%
40
1473
$169 ﹤0.01%
33
+1
1474
$165 ﹤0.01%
10
1475
$158 ﹤0.01%
10
57 58
59
60 61