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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1501
– –
-5
1502
– –
-100
1503
– –
-61
1504
– –
0
1505
– –
-62
1506
– –
-1,000
1507
– –
0
1508
– –
0
1509
– –
-447
1510
– –
0
1511
– –
-154
1512
– –
-1,525
1513
– –
-1,267
1514
– –
-990
1515
– –
-800
1516
– –
-576
1517
– –
-1,127
1518
– –
-599
1519
– –
-445
1520
– –
-109
1521
– –
-41
1522
– –
0
1523
– –
-63
1524
– –
-3,500
1525
– –
-128
59 60
61
62 63