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
126
$1.23M 0.14%
18,997
-1,098
127
$1.21M 0.14%
55,124
-32,150
128
$1.21M 0.14%
25,934
+343
129
$1.2M 0.14%
26,189
-10,154
130
$1.2M 0.14%
23,833
-135
131
$1.19M 0.14%
24,897
-505
132
$1.16M 0.14%
9,103
+1,470
133
$1.15M 0.13%
19,363
+931
134
$1.15M 0.13%
30,217
+857
135
$1.15M 0.13%
9,739
+672
136
$1.12M 0.13%
33,898
+1,576
137
$1.11M 0.13%
12,721
-505
138
$1.11M 0.13%
7,095
+53
139
$1.08M 0.13%
3,096
+267
140
$1.08M 0.13%
63,915
+13,155
141
$1.07M 0.13%
8,149
+200
142
$1.07M 0.13%
19,159
+13,842
143
$1.07M 0.13%
88,474
+1,100
144
$1.07M 0.12%
8,021
-31
145
$1.07M 0.12%
47,600
+61
146
$1.03M 0.12%
31,648
-21,237
147
$1.03M 0.12%
42,841
+1,363
148
$1.03M 0.12%
4,362
+513
149
$1.02M 0.12%
3,598
-43
150
$1.02M 0.12%
4,997
+205
4 5
6
7 8