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
1476
$147 ﹤0.01%
+6
1477
$146 ﹤0.01%
61
1478
$134 ﹤0.01%
15
1479
$124 ﹤0.01%
6
1480
$124 ﹤0.01%
2
1481
$114 ﹤0.01%
5
1482
$110 ﹤0.01%
13
-129
1483
$104 ﹤0.01%
2
1484
$87 ﹤0.01%
12
1485
$84 ﹤0.01%
3
1486
$80 ﹤0.01%
10
+4
1487
$77 ﹤0.01%
70
1488
$75 ﹤0.01%
2
1489
$56 ﹤0.01%
27
-1
1490
$55 ﹤0.01%
7
1491
$49 ﹤0.01%
304
1492
$33 ﹤0.01%
90
1493
$24 ﹤0.01%
20
1494
– –
0
1495
$18 ﹤0.01%
250
1496
– –
0
1497
– –
0
1498
$13 ﹤0.01%
1
-366
1499
$6 ﹤0.01%
7
1500
– –
0
58 59
60
61 62